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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 | $248,698 | $113,338+119.4% | $94,993+161.8% | $147,586+68.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.30% | 20.80%-9.5pp | 27.14%-15.8pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,710 | $3,160-45.9% | $2,603-34.3% | $4,876-64.9% |
| Participant deferral / active EE | $7,183 | $3,777+90.2% | $3,317+116.5% | $5,439+32.1% |
| Admin fee / account holder | $7,084 | $6,063+16.8% | $4,960+42.8% | $10,886-34.9% |