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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 | $185,102 | $100,279+84.6% | $81,353+127.5% | $145,884+26.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.47% | 34.49%-15.0pp | 24.82%-5.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $2,824 | $2,979-5.2% | $2,464+14.6% | $4,662-39.4% |
| Participant deferral / active EE | $11,826 | $4,611+156.5% | $3,885+204.4% | $6,690+76.8% |
| Admin fee / account holder | $1,714 | $8,206-79.1% | $5,766-70.3% | $13,392-87.2% |