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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 | $217,120 | $110,410+96.6% | $102,437+112.0% | $145,897+48.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.8pp |
| Employer contribution / active EE | $4,630 | $4,217+9.8% | $3,871+19.6% | $4,663-0.7% |
| Participant deferral / active EE | $12,825 | $5,622+128.1% | $5,060+153.5% | $6,689+91.7% |
| Admin fee / account holder | $2,063 | $9,745-78.8% | $8,388-75.4% | $13,390-84.6% |