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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 | $110,379+105.4% | $102,412+121.4% | $145,884+55.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 24.84%-13.5pp | 24.94%-13.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $4,558 | $4,216+8.1% | $3,870+17.8% | $4,662-2.2% |
| Participant deferral / active EE | $19,668 | $5,622+249.8% | $5,060+288.7% | $6,690+194.0% |
| Admin fee / account holder | $41,999 | $9,745+331.0% | $8,388+400.7% | $13,392+213.6% |