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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 | $243,847 | $117,829+106.9% | $102,423+138.1% | $145,877+67.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 31.83%-21.2pp | 29.42%-18.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,358 | $3,615-34.8% | $3,023-22.0% | $4,663-49.4% |
| Participant deferral / active EE | $8,067 | $5,732+40.7% | $5,054+59.6% | $6,691+20.6% |
| Admin fee / account holder | $7,476 | $13,335-43.9% | $9,455-20.9% | $13,402-44.2% |