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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 | $243,790 | $117,846+106.9% | $102,434+138.0% | $145,884+67.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.75% | 31.90%-15.1pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,807 | $3,615-50.0% | $3,023-40.2% | $4,662-61.2% |
| Participant deferral / active EE | $10,863 | $5,733+89.5% | $5,055+114.9% | $6,690+62.4% |
| Admin fee / account holder | $25,138 | $13,356+88.2% | $9,462+165.7% | $13,392+87.7% |