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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 | $184,576 | $102,638+79.8% | $81,982+125.1% | $158,982+16.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 17.20% | 61.05%-43.9pp | 41.31%-24.1pp | 302.99%-285.8pp |
| Employer contribution / active EE | $3,693 | $3,241+13.9% | $2,498+47.8% | $4,763-22.5% |
| Participant deferral / active EE | $11,821 | $4,649+154.3% | $3,722+217.6% | $5,983+97.6% |
| Admin fee / account holder | $504 | $8,237-93.9% | $5,665-91.1% | $11,252-95.5% |