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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 | $181,056 | $104,937+72.5% | $84,628+113.9% | $152,897+18.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.27% | 373.88%-352.6pp | 258.80%-237.5pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2,476 | $3,303-25.0% | $2,653-6.7% | $4,764-48.0% |
| Participant deferral / active EE | $15,271 | $4,690+225.6% | $3,900+291.6% | $5,851+161.0% |
| Admin fee / account holder | $1,382 | $6,243-77.9% | $4,914-71.9% | $11,599-88.1% |