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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,469 | $99,032+83.2% | $80,022+126.8% | $135,380+34.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.40% | 15.39%-16.8pp | 11.22%-12.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $7,114 | $3,043+133.8% | $2,468+188.3% | $4,779+48.9% |
| Participant deferral / active EE | $10,651 | $4,282+148.7% | $3,686+189.0% | $5,609+89.9% |
| Admin fee / account holder | $11,966 | $10,436+14.7% | $6,521+83.5% | $10,828+10.5% |