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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 | $176,412 | $118,708+48.6% | $98,920+78.3% | $158,966+11.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.46% | 372.49%-355.0pp | 196.47%-179.0pp | 302.95%-285.5pp |
| Employer contribution / active EE | $1,137 | $3,334-65.9% | $2,689-57.7% | $4,762-76.1% |
| Participant deferral / active EE | $8,295 | $5,089+63.0% | $4,245+95.4% | $5,983+38.6% |
| Admin fee / account holder | $949 | $10,134-90.6% | $6,643-85.7% | $11,250-91.6% |