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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 | $201,024 | $117,859+70.6% | $102,438+96.2% | $145,959+37.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.58% | 31.72%-19.1pp | 29.37%-16.8pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,176 | $3,615-67.5% | $3,024-61.1% | $4,661-74.8% |
| Participant deferral / active EE | $4,988 | $5,732-13.0% | $5,054-1.3% | $6,689-25.4% |
| Admin fee / account holder | $3,800 | $13,318-71.5% | $9,448-59.8% | $13,398-71.6% |