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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 | $219,789 | $124,351+76.7% | $109,188+101.3% | $167,553+31.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.74% | 26.04%-14.3pp | 25.76%-14.0pp | 478.89%-467.1pp |
| Employer contribution / active EE | $2,849 | $4,210-32.3% | $3,723-23.5% | $4,840-41.1% |
| Participant deferral / active EE | $17,950 | $5,257+241.5% | $4,654+285.7% | $6,343+183.0% |
| Admin fee / account holder | $51,943 | $7,975+551.3% | $6,755+668.9% | $12,316+321.7% |