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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 | $183,739 | $105,864+73.6% | $90,162+103.8% | $147,585+24.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.11% | 37.63%-19.5pp | 34.88%-16.8pp | 578.57%-560.5pp |
| Employer contribution / active EE | $4,112 | $4,126-0.3% | $3,318+24.0% | $4,876-15.7% |
| Participant deferral / active EE | $10,126 | $5,733+76.6% | $5,287+91.5% | $5,439+86.2% |
| Admin fee / account holder | $3,080 | $8,046-61.7% | $5,943-48.2% | $10,885-71.7% |