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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 | $179,244 | $100,073+79.1% | $85,126+110.6% | $145,877+22.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.84% | 84.11%-70.3pp | 66.63%-52.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,667 | $3,236-48.5% | $2,731-39.0% | $4,663-64.3% |
| Participant deferral / active EE | $23,000 | $5,294+334.4% | $4,523+408.5% | $6,691+243.8% |
| Admin fee / account holder | $1,246 | $7,261-82.8% | $6,160-79.8% | $13,402-90.7% |