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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 | $100,147+129.8% | $81,286+183.1% | $145,877+57.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.14% | 34.44%-24.3pp | 24.80%-14.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,775 | $2,977-40.4% | $2,463-27.9% | $4,663-61.9% |
| Participant deferral / active EE | $11,707 | $4,607+154.1% | $3,883+201.5% | $6,691+75.0% |
| Admin fee / account holder | $3,044 | $8,201-62.9% | $5,764-47.2% | $13,402-77.3% |