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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 | $195,133 | $124,346+56.9% | $111,308+75.3% | $167,536+16.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.43% | 37.45%-28.0pp | 54.67%-45.2pp | 478.82%-469.4pp |
| Employer contribution / active EE | $2,821 | $3,437-17.9% | $2,732+3.3% | $4,839-41.7% |
| Participant deferral / active EE | $4,072 | $5,182-21.4% | $4,487-9.3% | $6,342-35.8% |
| Admin fee / account holder | $1,874 | $10,621-82.4% | $7,965-76.5% | $12,315-84.8% |