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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 | $221,659 | $124,346+78.3% | $111,308+99.1% | $167,536+32.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.89% | 37.45%-19.6pp | 54.67%-36.8pp | 478.82%-460.9pp |
| Employer contribution / active EE | $1,894 | $3,437-44.9% | $2,732-30.7% | $4,839-60.9% |
| Participant deferral / active EE | $8,913 | $5,182+72.0% | $4,487+98.6% | $6,342+40.5% |
| Admin fee / account holder | $4,174 | $10,621-60.7% | $7,965-47.6% | $12,315-66.1% |