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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 | $228,392 | $124,330+83.7% | $109,173+109.2% | $167,536+36.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.84% | 26.04%-12.2pp | 25.75%-11.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $1,997 | $4,209-52.6% | $3,723-46.4% | $4,839-58.7% |
| Participant deferral / active EE | $5,447 | $5,256+3.6% | $4,654+17.0% | $6,342-14.1% |
| Admin fee / account holder | $1,541 | $7,974-80.7% | $6,755-77.2% | $12,315-87.5% |