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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 | $189,981 | $117,895+61.1% | $102,460+85.4% | $145,897+30.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.35% | 31.92%-19.6pp | 29.47%-17.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $9,894 | $3,619+173.4% | $3,025+227.1% | $4,663+112.2% |
| Participant deferral / active EE | $4,128 | $5,736-28.0% | $5,056-18.4% | $6,689-38.3% |
| Admin fee / account holder | $4,785 | $13,353-64.2% | $9,460-49.4% | $13,390-64.3% |