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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 | $205,814 | $101,063+103.6% | $81,473+152.6% | $147,585+39.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.76% | 32.41%-15.6pp | 38.78%-22.0pp | 578.58%-561.8pp |
| Employer contribution / active EE | $1,542 | $3,206-51.9% | $2,568-40.0% | $4,876-68.4% |
| Participant deferral / active EE | $8,269 | $4,242+94.9% | $3,537+133.8% | $5,439+52.0% |
| Admin fee / account holder | $7,598 | $5,812+30.7% | $4,561+66.6% | $10,886-30.2% |