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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 | $201,722 | $117,846+71.2% | $102,434+96.9% | $145,884+38.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.78% | 31.90%-14.1pp | 29.46%-11.7pp | 551.85%-534.1pp |
| Employer contribution / active EE | $3,016 | $3,615-16.6% | $3,023-0.2% | $4,662-35.3% |
| Participant deferral / active EE | $6,734 | $5,733+17.4% | $5,055+33.2% | $6,690+0.7% |
| Admin fee / account holder | $42,308 | $13,356+216.8% | $9,462+347.1% | $13,392+215.9% |