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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 | $205,518 | $111,814+83.8% | $103,378+98.8% | $145,978+40.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.84% | 24.80%-9.0pp | 24.91%-9.1pp | 550.52%-534.7pp |
| Employer contribution / active EE | $3,594 | $4,215-14.7% | $3,870-7.1% | $4,662-22.9% |
| Participant deferral / active EE | $17,207 | $5,618+206.3% | $5,058+240.2% | $6,690+157.2% |
| Admin fee / account holder | $2,251 | $9,764-76.9% | $8,401-73.2% | $13,400-83.2% |