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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 | $213,621 | $117,829+81.3% | $102,423+108.6% | $145,877+46.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.53% | 31.83%-19.3pp | 29.42%-16.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,550 | $3,615-57.1% | $3,023-48.7% | $4,663-66.8% |
| Participant deferral / active EE | $2,605 | $5,732-54.6% | $5,054-48.5% | $6,691-61.1% |
| Admin fee / account holder | $11,603 | $13,335-13.0% | $9,455+22.7% | $13,402-13.4% |