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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 | $174,909 | $69,274+152.5% | $64,097+172.9% | $139,487+25.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.10% | 46.00%-29.9pp | 33.75%-17.6pp | 373.84%-357.7pp |
| Employer contribution / active EE | $6,436 | $3,187+101.9% | $2,750+134.1% | $4,755+35.4% |
| Participant deferral / active EE | $3,432 | $4,685-26.8% | $3,881-11.6% | $6,713-48.9% |
| Admin fee / account holder | $761 | $4,247-82.1% | $3,070-75.2% | $11,407-93.3% |