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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 | $199,304 | $95,415+108.9% | $185,851+7.2% | $85,851+132.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.58% | 23.59%-11.0pp | 122.11%-109.5pp | 318.63%-306.1pp |
| Employer contribution / active EE | $882 | $3,314-73.4% | $5,168-82.9% | $2,565-65.6% |
| Participant deferral / active EE | $7,943 | $3,424+132.0% | $5,569+42.6% | $3,952+101.0% |
| Admin fee / account holder | $5,173 | $7,215-28.3% | $16,245-68.2% | $6,261-17.4% |