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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 | $169,108 | $100,125+68.9% | $81,482+107.5% | $145,978+15.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 34.44%-22.5pp | 24.79%-12.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $3,333 | $2,977+12.0% | $2,463+35.3% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $4,609-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,306 | $8,198-10.9% | $5,761+26.8% | $13,400-45.5% |