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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 | $177,543 | $755,339-76.5% | $379,746-53.2% | $158,982+11.7% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 8.50% | 53.41%-44.9pp | 34.90%-26.4pp | 302.99%-294.5pp |
| Employer contribution / active EE | $1,748 | $4,685-62.7% | $3,540-50.6% | $4,763-63.3% |
| Participant deferral / active EE | $3,918 | $7,938-50.6% | $6,024-35.0% | $5,983-34.5% |
| Admin fee / account holder | $1,198 | $14,482-91.7% | $7,927-84.9% | $11,252-89.3% |