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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 | $196,992 | $83,337+136.4% | $67,834+190.4% | $273,972-28.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.01% | 259.45%-252.4pp | 138.47%-131.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,679 | $3,287-18.5% | $2,403+11.4% | $4,869-45.0% |
| Participant deferral / active EE | $7,590 | $4,088+85.7% | $3,160+140.2% | $5,287+43.6% |
| Admin fee / account holder | $19,546 | $6,752+189.5% | $4,622+322.9% | $10,133+92.9% |