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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 | $111,814+94.2% | $103,378+110.0% | $145,978+48.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 24.80%-13.3pp | 24.91%-13.5pp | 550.52%-539.1pp |
| Employer contribution / active EE | $4,630 | $4,215+9.8% | $3,870+19.6% | $4,662-0.7% |
| Participant deferral / active EE | $12,825 | $5,618+128.3% | $5,058+153.6% | $6,690+91.7% |
| Admin fee / account holder | $2,063 | $9,764-78.9% | $8,401-75.4% | $13,400-84.6% |