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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 | $231,227 | $104,251+121.8% | $91,004+154.1% | $147,586+56.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.31% | 27.06%-8.8pp | 4.60%+13.7pp | 578.59%-560.3pp |
| Employer contribution / active EE | $12,043 | $3,116+286.5% | $2,456+390.4% | $4,876+147.0% |
| Participant deferral / active EE | $2,644 | $4,195-37.0% | $3,548-25.5% | $5,439-51.4% |
| Admin fee / account holder | $2,076 | $8,948-76.8% | $5,417-61.7% | $10,886-80.9% |