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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 | $223,649 | $176,786+26.5% | $146,643+52.5% | $167,536+33.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.06% | 24.04%-12.0pp | 22.75%-10.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $2,950 | $5,161-42.8% | $4,137-28.7% | $4,839-39.0% |
| Participant deferral / active EE | $13,478 | $6,440+109.3% | $5,506+144.8% | $6,342+112.5% |
| Admin fee / account holder | $3,638 | $13,262-72.6% | $10,280-64.6% | $12,315-70.5% |