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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 | $189,658 | $116,203+63.2% | $93,621+102.6% | $152,897+24.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.87% | 35.96%-17.1pp | 32.76%-13.9pp | 345.43%-326.6pp |
| Employer contribution / active EE | $10,875 | $3,219+237.8% | $2,719+300.0% | $4,764+128.3% |
| Participant deferral / active EE | $9,145 | $4,605+98.6% | $4,070+124.7% | $5,851+56.3% |
| Admin fee / account holder | $50,644 | $10,751+371.1% | $7,890+541.9% | $11,599+336.6% |