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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 | $179,819 | $118,875+51.3% | $96,572+86.2% | $167,553+7.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 21.83% | 50.50%-28.7pp | 37.79%-16.0pp | 478.89%-457.1pp |
| Employer contribution / active EE | $2,417 | $3,121-22.6% | $2,357+2.5% | $4,840-50.1% |
| Participant deferral / active EE | $6,820 | $4,617+47.7% | $3,850+77.2% | $6,343+7.5% |
| Admin fee / account holder | $1,472 | $8,070-81.8% | $6,183-76.2% | $12,316-88.1% |