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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 | $187,372 | $104,251+79.7% | $91,004+105.9% | $147,586+27.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.01% | 27.06%-14.1pp | 4.60%+8.4pp | 578.59%-565.6pp |
| Employer contribution / active EE | $4,480 | $3,116+43.8% | $2,456+82.4% | $4,876-8.1% |
| Participant deferral / active EE | $10,485 | $4,195+149.9% | $3,548+195.5% | $5,439+92.8% |
| Admin fee / account holder | $8,162 | $8,948-8.8% | $5,417+50.7% | $10,886-25.0% |