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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 | $234,395 | $103,393+126.7% | $87,103+169.1% | $152,909+53.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 12.17% | 28.10%-15.9pp | 28.19%-16.0pp | 345.46%-333.3pp |
| Employer contribution / active EE | $2,070 | $3,221-35.8% | $2,521-17.9% | $4,764-56.6% |
| Participant deferral / active EE | $6,807 | $4,778+42.5% | $4,049+68.1% | $5,851+16.3% |
| Admin fee / account holder | $24,529 | $12,195+101.1% | $7,491+227.4% | $11,601+111.4% |