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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 | $241,684 | $147,556+63.8% | $129,031+87.3% | $198,609+21.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.28% | 37.41%-20.1pp | 34.67%-17.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,480 | $3,645-4.5% | $3,226+7.9% | $5,055-31.2% |
| Participant deferral / active EE | $30,959 | $5,760+437.5% | $5,217+493.4% | $6,977+343.7% |
| Admin fee / account holder | $2,006 | $15,467-87.0% | $13,208-84.8% | $19,030-89.5% |