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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 | $124,346+87.2% | $111,306+109.1% | $167,553+38.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.20% | 37.46%-28.3pp | 54.67%-45.5pp | 478.89%-469.7pp |
| Employer contribution / active EE | $1,852 | $3,438-46.1% | $2,732-32.2% | $4,840-61.7% |
| Participant deferral / active EE | $8,938 | $5,182+72.5% | $4,488+99.2% | $6,343+40.9% |
| Admin fee / account holder | $83,072 | $10,623+682.0% | $7,966+942.9% | $12,316+574.5% |