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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 | $231,043 | $110,307+109.5% | $96,576+139.2% | $139,456+65.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.46% | 26.40%-12.9pp | 25.87%-12.4pp | 373.45%-360.0pp |
| Employer contribution / active EE | $2,835 | $3,619-21.7% | $2,965-4.4% | $4,753-40.3% |
| Participant deferral / active EE | $5,714 | $5,547+3.0% | $4,851+17.8% | $6,711-14.9% |
| Admin fee / account holder | $658 | $11,597-94.3% | $8,253-92.0% | $11,407-94.2% |