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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 | $146,683 | $100,901+45.4% | $75,670+93.8% | $147,585-0.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 19.90% | 35.78%-15.9pp | 27.34%-7.4pp | 578.57%-558.7pp |
| Employer contribution / active EE | $2,326 | $3,253-28.5% | $2,352-1.1% | $4,876-52.3% |
| Participant deferral / active EE | $3,373 | $4,027-16.2% | $3,142+7.3% | $5,439-38.0% |
| Admin fee / account holder | $1,714 | $11,285-84.8% | $5,800-70.4% | $10,885-84.3% |