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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 | $173,210 | $100,262+72.8% | $81,370+112.9% | $145,897+18.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.11% | 34.52%-26.4pp | 24.85%-16.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $909 | $2,979-69.5% | $2,464-63.1% | $4,663-80.5% |
| Participant deferral / active EE | $4,046 | $4,612-12.3% | $3,885+4.1% | $6,689-39.5% |
| Admin fee / account holder | $5,320 | $8,163-34.8% | $5,749-7.5% | $13,390-60.3% |