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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 | $178,827 | $116,203+53.9% | $93,621+91.0% | $152,897+17.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 11.60% | 35.96%-24.4pp | 32.76%-21.2pp | 345.43%-333.8pp |
| Employer contribution / active EE | $14,436 | $3,219+348.5% | $2,719+431.0% | $4,764+203.1% |
| Participant deferral / active EE | $4,955 | $4,605+7.6% | $4,070+21.8% | $5,851-15.3% |
| Admin fee / account holder | $1,190 | $10,751-88.9% | $7,890-84.9% | $11,599-89.7% |