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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 | $197,591 | $114,119+73.1% | $107,187+84.3% | $138,895+42.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.27% | 273.21%-257.9pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,830 | $4,059-54.9% | $3,782-51.6% | $4,194-56.4% |
| Participant deferral / active EE | $8,319 | $5,538+50.2% | $5,096+63.2% | $6,396+30.1% |
| Admin fee / account holder | $1,798 | $10,024-82.1% | $9,162-80.4% | $12,562-85.7% |