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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 | $200,132 | $117,433+70.4% | $99,475+101.2% | $152,897+30.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 18.79% | 31.87%-13.1pp | 30.72%-11.9pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,525 | $3,013-16.2% | $2,540-0.6% | $4,764-47.0% |
| Participant deferral / active EE | $6,500 | $4,086+59.1% | $3,619+79.6% | $5,851+11.1% |
| Admin fee / account holder | $3,940 | $7,634-48.4% | $6,252-37.0% | $11,599-66.0% |