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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 | $194,338 | $117,846+64.9% | $102,434+89.7% | $145,884+33.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.25% | 31.90%-21.7pp | 29.46%-19.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,745 | $3,615-24.1% | $3,023-9.2% | $4,662-41.1% |
| Participant deferral / active EE | $5,603 | $5,733-2.3% | $5,055+10.8% | $6,690-16.2% |
| Admin fee / account holder | $30,150 | $13,356+125.7% | $9,462+218.6% | $13,392+125.1% |