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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 | $189,493 | $96,491+96.4% | $75,888+149.7% | $152,870+24.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.86% | 33.98%-18.1pp | 30.76%-14.9pp | 345.34%-329.5pp |
| Employer contribution / active EE | $12,438 | $3,310+275.8% | $2,501+397.4% | $4,763+161.2% |
| Participant deferral / active EE | $5,639 | $4,553+23.8% | $3,603+56.5% | $5,850-3.6% |
| Admin fee / account holder | $4,213 | $8,079-47.9% | $5,419-22.3% | $11,597-63.7% |