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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 | $233,160 | $157,304+48.2% | $141,197+65.1% | $152,909+52.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.39% | 64.34%-45.0pp | 71.41%-52.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,927 | $5,263-63.4% | $4,736-59.3% | $4,764-59.6% |
| Participant deferral / active EE | $6,979 | $7,111-1.9% | $6,710+4.0% | $5,851+19.3% |
| Admin fee / account holder | $5,886 | $12,126-51.5% | $10,265-42.7% | $11,601-49.3% |