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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 | $192,829 | $116,203+65.9% | $93,621+106.0% | $152,897+26.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 28.69% | 35.96%-7.3pp | 32.76%-4.1pp | 345.43%-316.7pp |
| Employer contribution / active EE | $1,566 | $3,219-51.4% | $2,719-42.4% | $4,764-67.1% |
| Participant deferral / active EE | $4,171 | $4,605-9.4% | $4,070+2.5% | $5,851-28.7% |
| Admin fee / account holder | $14,533 | $10,751+35.2% | $7,890+84.2% | $11,599+25.3% |