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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 | $172,845 | $232,540-25.7% | $185,117-6.6% | $147,586+17.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.22% | 43.03%-25.8pp | 40.50%-23.3pp | 578.59%-561.4pp |
| Employer contribution / active EE | $3,033 | $5,195-41.6% | $4,182-27.5% | $4,876-37.8% |
| Participant deferral / active EE | $8,061 | $5,834+38.2% | $5,045+59.8% | $5,439+48.2% |
| Admin fee / account holder | $22,255 | $10,275+116.6% | $8,159+172.8% | $10,886+104.4% |