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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 | $189,198 | $111,814+69.2% | $103,378+83.0% | $145,978+29.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.16% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $30,203 | $4,215+616.5% | $3,870+680.4% | $4,662+547.9% |
| Participant deferral / active EE | $6,678 | $5,618+18.9% | $5,058+32.0% | $6,690-0.2% |
| Admin fee / account holder | $1,492 | $9,764-84.7% | $8,401-82.2% | $13,400-88.9% |