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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 | $239,850 | $101,618+136.0% | $93,063+157.7% | $137,256+74.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.29% | 223.95%-206.7pp | 34.15%-16.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,713 | $2,707+37.2% | $2,476+50.0% | $4,156-10.7% |
| Participant deferral / active EE | $11,323 | $4,279+164.6% | $3,958+186.1% | $6,407+76.7% |
| Admin fee / account holder | $856 | $6,198-86.2% | $6,033-85.8% | $12,270-93.0% |