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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 | $175,058 | $124,346+40.8% | $111,308+57.3% | $167,536+4.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 24.03% | 37.45%-13.4pp | 54.67%-30.6pp | 478.82%-454.8pp |
| Employer contribution / active EE | $3,052 | $3,437-11.2% | $2,732+11.7% | $4,839-36.9% |
| Participant deferral / active EE | $10,839 | $5,182+109.2% | $4,487+141.5% | $6,342+70.9% |
| Admin fee / account holder | $7,210 | $10,621-32.1% | $7,965-9.5% | $12,315-41.4% |