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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 | $190,602 | $106,267+79.4% | $96,520+97.5% | $139,456+36.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.88% | 38.45%-25.6pp | 35.72%-22.8pp | 373.45%-360.6pp |
| Employer contribution / active EE | $4,234 | $4,105+3.2% | $3,739+13.3% | $4,753-10.9% |
| Participant deferral / active EE | $5,412 | $5,454-0.8% | $4,879+10.9% | $6,711-19.4% |
| Admin fee / account holder | $9,699 | $7,882+23.0% | $6,733+44.1% | $11,407-15.0% |