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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 | $229,994 | $85,060+170.4% | $70,565+225.9% | $139,487+64.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 25.68% | 30.39%-4.7pp | 32.79%-7.1pp | 373.84%-348.2pp |
| Employer contribution / active EE | $3,818 | $3,912-2.4% | $2,976+28.3% | $4,755-19.7% |
| Participant deferral / active EE | $15,830 | $5,891+168.7% | $4,568+246.5% | $6,713+135.8% |
| Admin fee / account holder | $1,221 | $8,932-86.3% | $6,430-81.0% | $11,407-89.3% |