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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 | $214,640 | $90,484+137.2% | $78,675+172.8% | $273,970-21.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.10% | 75.62%-71.5pp | 62.19%-58.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $3,633 | $3,175+14.4% | $2,850+27.5% | $4,869-25.4% |
| Participant deferral / active EE | $10,603 | $3,901+171.8% | $3,517+201.5% | $5,287+100.5% |
| Admin fee / account holder | $2,999 | $5,263-43.0% | $4,510-33.5% | $10,132-70.4% |