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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 | $180,915 | $232,540-22.2% | $185,117-2.3% | $147,586+22.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.14% | 43.03%-30.9pp | 40.50%-28.4pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,155 | $5,195-77.8% | $4,182-72.4% | $4,876-76.3% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $1,612 | $10,275-84.3% | $8,159-80.2% | $10,886-85.2% |