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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 | $182,202 | $101,063+80.3% | $81,473+123.6% | $147,585+23.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.12% | 32.41%-10.3pp | 38.78%-16.7pp | 578.58%-556.5pp |
| Employer contribution / active EE | $3,561 | $3,206+11.1% | $2,568+38.7% | $4,876-27.0% |
| Participant deferral / active EE | $5,714 | $4,242+34.7% | $3,537+61.5% | $5,439+5.1% |
| Admin fee / account holder | $716 | $5,812-87.7% | $4,561-84.3% | $10,886-93.4% |