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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 | $178,748 | $95,415+87.3% | $185,851-3.8% | $85,851+108.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.22% | 23.59%-10.4pp | 122.11%-108.9pp | 318.63%-305.4pp |
| Employer contribution / active EE | $3,001 | $3,314-9.4% | $5,168-41.9% | $2,565+17.0% |
| Participant deferral / active EE | $4,849 | $3,424+41.6% | $5,569-12.9% | $3,952+22.7% |
| Admin fee / account holder | $6,186 | $7,215-14.3% | $16,245-61.9% | $6,261-1.2% |