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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 | $176,616 | $100,901+75.0% | $75,501+133.9% | $147,586+19.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 12.55% | 35.78%-23.2pp | 27.35%-14.8pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,883 | $3,253-11.4% | $2,352+22.6% | $4,876-40.9% |
| Participant deferral / active EE | $9,626 | $4,027+139.0% | $3,142+206.3% | $5,439+77.0% |
| Admin fee / account holder | $367,438 | $11,285+3155.9% | $5,801+6234.6% | $10,886+3275.4% |