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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 | $238,180 | $106,280+124.1% | $96,538+146.7% | $139,487+70.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.35% | 38.48%-25.1pp | 35.74%-22.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $4,899 | $4,107+19.3% | $3,740+31.0% | $4,755+3.0% |
| Participant deferral / active EE | $10,528 | $5,457+92.9% | $4,880+115.7% | $6,713+56.8% |
| Admin fee / account holder | $9,595 | $7,888+21.6% | $6,737+42.4% | $11,407-15.9% |