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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 | $194,127 | $68,681+182.7% | $86,615+124.1% | $85,847+126.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 11.19% | 20.12%-8.9pp | 63.51%-52.3pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,698 | $1,880-9.7% | $2,496-32.0% | $2,565-33.8% |
| Participant deferral / active EE | $10,504 | $2,919+259.8% | $3,699+183.9% | $3,952+165.8% |
| Admin fee / account holder | $3,537 | $5,974-40.8% | $5,830-39.3% | $6,261-43.5% |