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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 | $220,422 | $147,556+49.4% | $129,031+70.8% | $198,609+11.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 13.11% | 37.41%-24.3pp | 34.67%-21.6pp | 202.70%-189.6pp |
| Employer contribution / active EE | $2,207 | $3,645-39.5% | $3,226-31.6% | $5,055-56.4% |
| Participant deferral / active EE | $3,477 | $5,760-39.6% | $5,217-33.4% | $6,977-50.2% |
| Admin fee / account holder | $7,119 | $15,467-54.0% | $13,208-46.1% | $19,030-62.6% |