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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 | $229,309 | $106,280+115.8% | $96,538+137.5% | $139,487+64.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.61% | 38.48%-24.9pp | 35.74%-22.1pp | 373.84%-360.2pp |
| Employer contribution / active EE | $4,173 | $4,107+1.6% | $3,740+11.6% | $4,755-12.2% |
| Participant deferral / active EE | $11,977 | $5,457+119.5% | $4,880+145.4% | $6,713+78.4% |
| Admin fee / account holder | $17,438 | $7,888+121.1% | $6,737+158.8% | $11,407+52.9% |