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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 | $179,177 | $117,895+52.0% | $102,460+74.9% | $145,897+22.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.90% | 31.92%-15.0pp | 29.47%-12.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,438 | $3,619-32.6% | $3,025-19.4% | $4,663-47.7% |
| Participant deferral / active EE | $3,987 | $5,736-30.5% | $5,056-21.1% | $6,689-40.4% |
| Admin fee / account holder | $55,030 | $13,353+312.1% | $9,460+481.7% | $13,390+311.0% |