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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 | $243,348 | $110,212+120.8% | $96,534+152.1% | $139,466+74.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.57% | 26.42%-10.8pp | 25.88%-10.3pp | 373.66%-358.1pp |
| Employer contribution / active EE | $3,418 | $3,620-5.6% | $2,965+15.3% | $4,754-28.1% |
| Participant deferral / active EE | $7,119 | $5,547+28.3% | $4,851+46.7% | $6,712+6.1% |
| Admin fee / account holder | $967 | $11,599-91.7% | $8,253-88.3% | $11,409-91.5% |