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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 | $203,096 | $97,078+109.2% | $103,065+97.1% | $145,897+39.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 20.17% | 25.49%-5.3pp | 23.95%-3.8pp | 552.29%-532.1pp |
| Employer contribution / active EE | $3,419 | $4,680-26.9% | $4,675-26.9% | $4,663-26.7% |
| Participant deferral / active EE | $6,399 | $6,601-3.1% | $6,625-3.4% | $6,689-4.3% |
| Admin fee / account holder | $2,953 | $12,505-76.4% | $9,349-68.4% | $13,390-77.9% |