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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 | $192,761 | $105,960+81.9% | $81,726+135.9% | $158,982+21.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.87% | 38.19%-25.3pp | 29.49%-16.6pp | 302.99%-290.1pp |
| Employer contribution / active EE | $4,601 | $7,805-41.1% | $4,311+6.7% | $4,763-3.4% |
| Participant deferral / active EE | $5,613 | $13,011-56.9% | $7,108-21.0% | $5,983-6.2% |
| Admin fee / account holder | $1,442 | $8,494-83.0% | $5,160-72.0% | $11,252-87.2% |