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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 | $209,675 | $154,193+36.0% | $130,045+61.2% | $139,466+50.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.12% | 32.51%-5.4pp | -137.30%+164.4pp | 373.66%-346.5pp |
| Employer contribution / active EE | $2,959 | $5,292-44.1% | $4,321-31.5% | $4,754-37.8% |
| Participant deferral / active EE | $7,136 | $6,709+6.4% | $5,820+22.6% | $6,712+6.3% |
| Admin fee / account holder | $5,732 | $13,989-59.0% | $10,600-45.9% | $11,409-49.8% |