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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 | $232,783 | $124,324+87.2% | $111,303+109.1% | $167,497+39.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.20% | 37.44%-28.2pp | 54.66%-45.5pp | 478.62%-469.4pp |
| Employer contribution / active EE | $1,852 | $3,436-46.1% | $2,731-32.2% | $4,838-61.7% |
| Participant deferral / active EE | $8,938 | $5,181+72.5% | $4,488+99.2% | $6,341+40.9% |
| Admin fee / account holder | $83,072 | $10,620+682.2% | $7,965+943.0% | $12,310+574.8% |