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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 | $202,284 | $106,267+90.4% | $96,520+109.6% | $139,456+45.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.95% | 38.45%-18.5pp | 35.72%-15.8pp | 373.45%-353.5pp |
| Employer contribution / active EE | $2,028 | $4,105-50.6% | $3,739-45.8% | $4,753-57.3% |
| Participant deferral / active EE | $4,741 | $5,454-13.1% | $4,879-2.8% | $6,711-29.4% |
| Admin fee / account holder | $10,249 | $7,882+30.0% | $6,733+52.2% | $11,407-10.2% |