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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 | $100,004+73.2% | $81,438+112.7% | $145,959+18.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.11% | 34.34%-26.2pp | 24.74%-16.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $909 | $2,970-69.4% | $2,460-63.0% | $4,661-80.5% |
| Participant deferral / active EE | $4,046 | $4,603-12.1% | $3,883+4.2% | $6,689-39.5% |
| Admin fee / account holder | $5,320 | $8,202-35.1% | $5,764-7.7% | $13,398-60.3% |