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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 | $186,392 | $106,267+75.4% | $96,520+93.1% | $139,456+33.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.12% | 38.45%-23.3pp | 35.72%-20.6pp | 373.45%-358.3pp |
| Employer contribution / active EE | $1,892 | $4,105-53.9% | $3,739-49.4% | $4,753-60.2% |
| Participant deferral / active EE | $3,033 | $5,454-44.4% | $4,879-37.8% | $6,711-54.8% |
| Admin fee / account holder | $2,228 | $7,882-71.7% | $6,733-66.9% | $11,407-80.5% |