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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 | $180,857 | $99,652+81.5% | $78,778+129.6% | $147,586+22.5% |
| Participation rate | 95.5% | 76.2%+19.2pp | 69.2%+26.3pp | 82.8%+12.6pp |
| Annual return | 12.18% | 47.28%-35.1pp | 35.62%-23.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $6,818 | $2,796+143.9% | $1,986+243.4% | $4,876+39.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,347 | $7,155-67.2% | $5,134-54.3% | $10,886-78.4% |