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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 | $192,260 | $86,298+122.8% | $111,308+72.7% | $85,847+124.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.98% | 19.99%-7.0pp | 54.67%-41.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,952 | $2,044-4.5% | $2,732-28.5% | $2,565-23.9% |
| Participant deferral / active EE | $5,584 | $3,641+53.4% | $4,487+24.4% | $3,952+41.3% |
| Admin fee / account holder | $811 | $8,189-90.1% | $7,965-89.8% | $6,261-87.0% |