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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 | $180,295 | $99,652+80.9% | $78,778+128.9% | $147,586+22.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.05% | 47.28%-29.2pp | 35.62%-17.6pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,779 | $2,796-36.4% | $1,986-10.4% | $4,876-63.5% |
| Participant deferral / active EE | $6,000 | $3,664+63.8% | $2,958+102.8% | $5,439+10.3% |
| Admin fee / account holder | $1,650 | $7,155-76.9% | $5,134-67.9% | $10,886-84.8% |