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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 | $137,064 | $98,240+39.5% | $82,313+66.5% | $147,585-7.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.69% | 30.85%-13.2pp | 25.88%-8.2pp | 578.58%-560.9pp |
| Employer contribution / active EE | $2,233 | $3,192-30.0% | $2,428-8.0% | $4,876-54.2% |
| Participant deferral / active EE | $3,766 | $4,383-14.1% | $3,706+1.6% | $5,439-30.7% |
| Admin fee / account holder | $10,743 | $8,563+25.5% | $5,608+91.6% | $10,886-1.3% |