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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 | $187,802 | $162,812+15.3% | $133,971+40.2% | $158,966+18.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.53% | 41.94%-24.4pp | 45.09%-27.6pp | 302.95%-285.4pp |
| Employer contribution / active EE | $989 | $4,976-80.1% | $3,919-74.8% | $4,762-79.2% |
| Participant deferral / active EE | $4,985 | $5,910-15.7% | $5,047-1.2% | $5,983-16.7% |
| Admin fee / account holder | $54,628 | $11,741+365.3% | $8,929+511.8% | $11,250+385.6% |