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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 | $182,011 | $83,337+118.4% | $67,834+168.3% | $273,972-33.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.13% | 259.45%-253.3pp | 138.47%-132.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,717 | $3,287-47.8% | $2,403-28.5% | $4,869-64.7% |
| Participant deferral / active EE | $5,694 | $4,088+39.3% | $3,160+80.2% | $5,287+7.7% |
| Admin fee / account holder | $4,950 | $6,752-26.7% | $4,622+7.1% | $10,133-51.1% |