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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 | $205,518 | $111,814+83.8% | $103,374+98.8% | $145,959+40.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.84% | 24.77%-8.9pp | 24.89%-9.1pp | 561.95%-546.1pp |
| Employer contribution / active EE | $3,594 | $4,214-14.7% | $3,869-7.1% | $4,661-22.9% |
| Participant deferral / active EE | $17,207 | $5,618+206.3% | $5,058+240.2% | $6,689+157.3% |
| Admin fee / account holder | $2,251 | $9,754-76.9% | $8,394-73.2% | $13,398-83.2% |