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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 | $167,244 | $101,063+65.5% | $81,473+105.3% | $147,586+13.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.39% | 32.41%-12.0pp | 38.78%-18.4pp | 578.59%-558.2pp |
| Employer contribution / active EE | $4,078 | $3,206+27.2% | $2,568+58.8% | $4,876-16.4% |
| Participant deferral / active EE | $7,217 | $4,242+70.1% | $3,537+104.0% | $5,439+32.7% |
| Admin fee / account holder | $2,930 | $5,812-49.6% | $4,561-35.8% | $10,886-73.1% |