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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 | $182,613 | $101,063+80.7% | $81,473+124.1% | $147,586+23.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.09% | 32.41%-15.3pp | 38.78%-21.7pp | 578.59%-561.5pp |
| Employer contribution / active EE | $3,464 | $3,206+8.1% | $2,568+34.9% | $4,876-29.0% |
| Participant deferral / active EE | $6,366 | $4,242+50.1% | $3,537+80.0% | $5,439+17.1% |
| Admin fee / account holder | $2,560 | $5,812-56.0% | $4,561-43.9% | $10,886-76.5% |