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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 | $186,812 | $116,203+60.8% | $93,621+99.5% | $152,909+22.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.41% | 35.96%-11.6pp | 32.76%-8.3pp | 345.46%-321.1pp |
| Employer contribution / active EE | $8,111 | $3,219+152.0% | $2,719+198.3% | $4,764+70.3% |
| Participant deferral / active EE | $6,266 | $4,605+36.1% | $4,070+54.0% | $5,851+7.1% |
| Admin fee / account holder | $3,702 | $10,751-65.6% | $7,890-53.1% | $11,601-68.1% |