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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 | $183,825 | $105,160+74.8% | $94,679+94.2% | $139,456+31.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.49% | 38.04%-14.6pp | 156.75%-133.3pp | 373.45%-350.0pp |
| Employer contribution / active EE | $733 | $4,107-82.1% | $3,673-80.0% | $4,753-84.6% |
| Participant deferral / active EE | $18,500 | $7,599+143.5% | $7,417+149.4% | $6,711+175.7% |
| Admin fee / account holder | $2,246 | $8,988-75.0% | $7,233-68.9% | $11,407-80.3% |