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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 | $211,818 | $124,330+70.4% | $109,173+94.0% | $167,536+26.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.63% | 26.04%-13.4pp | 25.75%-13.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,812 | $4,209-57.0% | $3,723-51.3% | $4,839-62.6% |
| Participant deferral / active EE | $3,228 | $5,256-38.6% | $4,654-30.6% | $6,342-49.1% |
| Admin fee / account holder | $3,912 | $7,974-50.9% | $6,755-42.1% | $12,315-68.2% |