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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 | $138,021 | $97,125+42.1% | $86,233+60.1% | $137,256+0.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.96% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,118 | $2,841-60.7% | $2,504-55.4% | $4,156-73.1% |
| Participant deferral / active EE | $2,606 | $5,180-49.7% | $4,559-42.8% | $6,407-59.3% |
| Admin fee / account holder | $19,374 | $9,725+99.2% | $8,342+132.2% | $12,270+57.9% |