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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 | $172,918 | $100,279+72.4% | $81,353+112.6% | $145,884+18.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.22% | 34.49%-20.3pp | 24.82%-10.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,775 | $2,979-40.4% | $2,464-28.0% | $4,662-61.9% |
| Participant deferral / active EE | $1,851 | $4,611-59.9% | $3,885-52.4% | $6,690-72.3% |
| Admin fee / account holder | $5,916 | $8,206-27.9% | $5,766+2.6% | $13,392-55.8% |