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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 | $226,459 | $106,247+113.1% | $96,515+134.6% | $139,466+62.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.87% | 38.47%-23.6pp | 35.73%-20.9pp | 373.66%-358.8pp |
| Employer contribution / active EE | $13,002 | $4,106+216.7% | $3,740+247.7% | $4,754+173.5% |
| Participant deferral / active EE | $2,077 | $5,456-61.9% | $4,880-57.4% | $6,712-69.1% |
| Admin fee / account holder | $1,593 | $7,885-79.8% | $6,735-76.4% | $11,409-86.0% |