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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 | $194,897 | $91,537+112.9% | $130,045+49.9% | $75,173+159.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.78% | -631.55%+648.3pp | -137.30%+154.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $3,238 | $2,845+13.8% | $4,321-25.1% | $2,671+21.2% |
| Participant deferral / active EE | $8,596 | $4,343+97.9% | $5,820+47.7% | $4,126+108.3% |
| Admin fee / account holder | $2,480 | $6,780-63.4% | $10,600-76.6% | $5,651-56.1% |