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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 | $194,480 | $107,368+81.1% | $92,915+109.3% | $152,909+27.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.02% | 145.64%-131.6pp | 109.45%-95.4pp | 345.46%-331.4pp |
| Employer contribution / active EE | $2,013 | $4,222-52.3% | $3,653-44.9% | $4,764-57.8% |
| Participant deferral / active EE | $6,384 | $4,848+31.7% | $4,238+50.6% | $5,851+9.1% |
| Admin fee / account holder | $2,130 | $7,082-69.9% | $5,796-63.2% | $11,601-81.6% |