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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 | $226,755 | $111,814+102.8% | $103,378+119.3% | $145,978+55.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 24.80%-13.5pp | 24.91%-13.6pp | 550.52%-539.2pp |
| Employer contribution / active EE | $4,558 | $4,215+8.1% | $3,870+17.8% | $4,662-2.2% |
| Participant deferral / active EE | $19,668 | $5,618+250.1% | $5,058+288.9% | $6,690+194.0% |
| Admin fee / account holder | $41,999 | $9,764+330.1% | $8,401+399.9% | $13,400+213.4% |