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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 | $151,753 | $105,864+43.3% | $90,162+68.3% | $147,585+2.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.34% | 37.63%-18.3pp | 34.88%-15.5pp | 578.56%-559.2pp |
| Employer contribution / active EE | $1,873 | $4,126-54.6% | $3,318-43.6% | $4,876-61.6% |
| Participant deferral / active EE | $9,000 | $5,733+57.0% | $5,287+70.2% | $5,439+65.5% |
| Admin fee / account holder | $1,224 | $8,046-84.8% | $5,943-79.4% | $10,885-88.8% |