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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 | $211,290 | $85,060+148.4% | $70,565+199.4% | $139,487+51.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 10.76% | 30.39%-19.6pp | 32.79%-22.0pp | 373.84%-363.1pp |
| Employer contribution / active EE | $4,690 | $3,912+19.9% | $2,976+57.6% | $4,755-1.4% |
| Participant deferral / active EE | $5,197 | $5,891-11.8% | $4,568+13.8% | $6,713-22.6% |
| Admin fee / account holder | $17,060 | $8,932+91.0% | $6,430+165.3% | $11,407+49.6% |