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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 | $222,830 | $157,270+41.7% | $141,173+57.8% | $152,870+45.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.70% | 64.33%-42.6pp | 71.40%-49.7pp | 345.34%-323.6pp |
| Employer contribution / active EE | $1,572 | $5,261-70.1% | $4,735-66.8% | $4,763-67.0% |
| Participant deferral / active EE | $11,538 | $7,110+62.3% | $6,710+72.0% | $5,850+97.2% |
| Admin fee / account holder | $2,345 | $12,121-80.7% | $10,262-77.2% | $11,597-79.8% |