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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 | $197,593 | $115,814+70.6% | $101,275+95.1% | $158,982+24.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.75% | 56.16%-32.4pp | 46.48%-22.7pp | 302.99%-279.2pp |
| Employer contribution / active EE | $2,860 | $4,176-31.5% | $3,660-21.9% | $4,763-40.0% |
| Participant deferral / active EE | $6,657 | $4,958+34.3% | $4,371+52.3% | $5,983+11.3% |
| Admin fee / account holder | $958 | $7,249-86.8% | $5,948-83.9% | $11,252-91.5% |