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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 | $100,279+72.7% | $81,353+112.9% | $145,884+18.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.11% | 34.49%-26.4pp | 24.82%-16.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $909 | $2,979-69.5% | $2,464-63.1% | $4,662-80.5% |
| Participant deferral / active EE | $4,046 | $4,611-12.3% | $3,885+4.1% | $6,690-39.5% |
| Admin fee / account holder | $5,320 | $8,206-35.2% | $5,766-7.7% | $13,392-60.3% |