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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 | $229,845 | $110,410+108.2% | $102,437+124.4% | $145,897+57.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $13,071 | $4,217+210.0% | $3,871+237.7% | $4,663+180.3% |
| Participant deferral / active EE | $2,281 | $5,622-59.4% | $5,060-54.9% | $6,689-65.9% |
| Admin fee / account holder | $7,161 | $9,745-26.5% | $8,388-14.6% | $13,390-46.5% |