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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 | $184,832 | $94,749+95.1% | $112,899+63.7% | $139,456+32.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 40.92%-26.7pp | 34.11%-19.9pp | 373.45%-359.3pp |
| Employer contribution / active EE | $1,559 | $4,630-66.3% | $4,566-65.9% | $4,753-67.2% |
| Participant deferral / active EE | $6,923 | $6,517+6.2% | $6,516+6.2% | $6,711+3.2% |
| Admin fee / account holder | $3,191 | $8,530-62.6% | $7,047-54.7% | $11,407-72.0% |