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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 | $184,283 | $115,814+59.1% | $101,275+82.0% | $158,982+15.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.80% | 56.16%-38.4pp | 46.48%-28.7pp | 302.99%-285.2pp |
| Employer contribution / active EE | $2,570 | $4,176-38.4% | $3,660-29.8% | $4,763-46.0% |
| Participant deferral / active EE | $9,605 | $4,958+93.7% | $4,371+119.8% | $5,983+60.5% |
| Admin fee / account holder | $8,916 | $7,249+23.0% | $5,948+49.9% | $11,252-20.8% |