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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 | $190,462 | $106,280+79.2% | $96,538+97.3% | $139,487+36.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.25% | 38.48%-21.2pp | 35.74%-18.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $1,472 | $4,107-64.2% | $3,740-60.7% | $4,755-69.1% |
| Participant deferral / active EE | $13,957 | $5,457+155.8% | $4,880+186.0% | $6,713+107.9% |
| Admin fee / account holder | $1,697 | $7,888-78.5% | $6,737-74.8% | $11,407-85.1% |