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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 | $206,789 | $124,346+66.3% | $111,308+85.8% | $167,536+23.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.27% | 37.45%-27.2pp | 54.67%-44.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $1,929 | $3,437-43.9% | $2,732-29.4% | $4,839-60.1% |
| Participant deferral / active EE | $5,136 | $5,182-0.9% | $4,487+14.5% | $6,342-19.0% |
| Admin fee / account holder | $1,594 | $10,621-85.0% | $7,965-80.0% | $12,315-87.1% |