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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 | $181,449 | $124,346+45.9% | $111,306+63.0% | $167,553+8.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.27% | 37.46%-25.2pp | 54.67%-42.4pp | 478.89%-466.6pp |
| Employer contribution / active EE | $2,634 | $3,438-23.4% | $2,732-3.6% | $4,840-45.6% |
| Participant deferral / active EE | $14,471 | $5,182+179.3% | $4,488+222.5% | $6,343+128.2% |
| Admin fee / account holder | $741 | $10,623-93.0% | $7,966-90.7% | $12,316-94.0% |