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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 | $162,090 | $107,030+51.4% | $73,550+120.4% | $147,586+9.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.12% | 38.25%-21.1pp | -15.16%+32.3pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,498 | $1,760+41.9% | $1,219+104.9% | $4,876-48.8% |
| Participant deferral / active EE | $9,468 | $2,458+285.2% | $1,804+424.8% | $5,439+74.1% |
| Admin fee / account holder | $47,217 | $3,055+1445.5% | $2,320+1935.5% | $10,886+333.7% |