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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 | $209,599 | $98,240+113.4% | $82,313+154.6% | $147,585+42.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.08% | 30.85%-11.8pp | 25.88%-6.8pp | 578.58%-559.5pp |
| Employer contribution / active EE | $2,861 | $3,192-10.4% | $2,428+17.8% | $4,876-41.3% |
| Participant deferral / active EE | $4,646 | $4,383+6.0% | $3,706+25.4% | $5,439-14.6% |
| Admin fee / account holder | $23,387 | $8,563+173.1% | $5,608+317.0% | $10,886+114.8% |