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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 | $182,014 | $110,039+65.4% | $97,260+87.1% | $145,884+24.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.34% | 244.44%-232.1pp | 75.54%-63.2pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,840 | $3,074-40.1% | $2,721-32.4% | $4,662-60.5% |
| Participant deferral / active EE | $17,120 | $4,674+266.3% | $4,262+301.7% | $6,690+155.9% |
| Admin fee / account holder | $600,065 | $6,204+9573.0% | $5,640+10539.8% | $13,392+4380.8% |