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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 | $226,485 | $183,592+23.4% | $155,574+45.6% | $145,877+55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.82% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,893 | $5,317-64.4% | $4,676-59.5% | $4,663-59.4% |
| Participant deferral / active EE | $15,984 | $6,466+147.2% | $5,629+183.9% | $6,691+138.9% |
| Admin fee / account holder | $1,325 | $19,316-93.1% | $15,914-91.7% | $13,402-90.1% |