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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 | $142,969 | $94,749+50.9% | $112,899+26.6% | $139,456+2.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.30% | 40.92%-23.6pp | 34.11%-16.8pp | 373.45%-356.2pp |
| Employer contribution / active EE | $2,203 | $4,630-52.4% | $4,566-51.8% | $4,753-53.6% |
| Participant deferral / active EE | $2,843 | $6,517-56.4% | $6,516-56.4% | $6,711-57.6% |
| Admin fee / account holder | $10,375 | $8,530+21.6% | $7,047+47.2% | $11,407-9.0% |