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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 | $230,104 | $100,262+129.5% | $81,370+182.8% | $145,897+57.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.14% | 34.52%-24.4pp | 24.85%-14.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,775 | $2,979-40.4% | $2,464-28.0% | $4,663-61.9% |
| Participant deferral / active EE | $11,707 | $4,612+153.8% | $3,885+201.3% | $6,689+75.0% |
| Admin fee / account holder | $3,044 | $8,163-62.7% | $5,749-47.1% | $13,390-77.3% |