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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 | $246,296 | $107,368+129.4% | $92,915+165.1% | $152,909+61.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.24% | 145.64%-131.4pp | 109.45%-95.2pp | 345.46%-331.2pp |
| Employer contribution / active EE | $2,522 | $4,222-40.3% | $3,653-31.0% | $4,764-47.1% |
| Participant deferral / active EE | $9,482 | $4,848+95.6% | $4,238+123.7% | $5,851+62.0% |
| Admin fee / account holder | $1,055 | $7,082-85.1% | $5,796-81.8% | $11,601-90.9% |