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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 | $186,989 | $101,618+84.0% | $93,063+100.9% | $137,256+36.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.39% | 223.95%-211.6pp | 34.15%-21.8pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,897 | $2,707-29.9% | $2,476-23.4% | $4,156-54.4% |
| Participant deferral / active EE | $1,167 | $4,279-72.7% | $3,958-70.5% | $6,407-81.8% |
| Admin fee / account holder | $1,063 | $6,198-82.9% | $6,033-82.4% | $12,270-91.3% |