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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 | $189,248 | $157,829+19.9% | $136,867+38.3% | $198,609-4.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.91% | 51.25%-33.3pp | 42.97%-25.1pp | 202.70%-184.8pp |
| Employer contribution / active EE | $2,250 | $3,923-42.6% | $3,547-36.6% | $5,055-55.5% |
| Participant deferral / active EE | $17,700 | $5,463+224.0% | $4,924+259.5% | $6,977+153.7% |
| Admin fee / account holder | $1,198 | $11,107-89.2% | $10,340-88.4% | $19,030-93.7% |