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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 | $169,132 | $72,071+134.7% | $68,368+147.4% | $137,256+23.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.93% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,173 | $2,788-57.9% | $2,649-55.7% | $4,156-71.8% |
| Participant deferral / active EE | $11,821 | $4,410+168.0% | $4,123+186.7% | $6,407+84.5% |
| Admin fee / account holder | $1,893 | $5,336-64.5% | $5,150-63.2% | $12,270-84.6% |