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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 | $236,602 | $152,592+55.1% | $125,180+89.0% | $152,885+54.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.29% | 54.84%-37.6pp | 43.79%-26.5pp | 345.39%-328.1pp |
| Employer contribution / active EE | $1,761 | $4,947-64.4% | $3,866-54.4% | $4,763-63.0% |
| Participant deferral / active EE | $6,369 | $5,868+8.5% | $4,937+29.0% | $5,851+8.9% |
| Admin fee / account holder | $1,068 | $13,435-92.0% | $9,703-89.0% | $11,598-90.8% |