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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 | $195,276 | $98,240+98.8% | $82,312+137.2% | $147,586+32.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.13% | 30.85%-19.7pp | 25.88%-14.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $2,476 | $3,192-22.4% | $2,428+1.9% | $4,876-49.2% |
| Participant deferral / active EE | $6,732 | $4,383+53.6% | $3,706+81.6% | $5,439+23.8% |
| Admin fee / account holder | $86,546 | $8,563+910.7% | $5,608+1443.3% | $10,886+695.0% |