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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 | $221,288 | $110,212+100.8% | $96,534+129.2% | $139,466+58.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.52% | 26.42%-15.9pp | 25.88%-15.4pp | 373.66%-363.1pp |
| Employer contribution / active EE | $4,373 | $3,620+20.8% | $2,965+47.5% | $4,754-8.0% |
| Participant deferral / active EE | $7,294 | $5,547+31.5% | $4,851+50.4% | $6,712+8.7% |
| Admin fee / account holder | $1,495 | $11,599-87.1% | $8,253-81.9% | $11,409-86.9% |