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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 | $237,138 | $103,392+129.4% | $87,104+172.2% | $152,897+55.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 10.55% | 28.10%-17.5pp | 28.19%-17.6pp | 345.43%-334.9pp |
| Employer contribution / active EE | $2,546 | $3,221-21.0% | $2,521+1.0% | $4,764-46.6% |
| Participant deferral / active EE | $9,696 | $4,778+102.9% | $4,048+139.5% | $5,851+65.7% |
| Admin fee / account holder | $6,996 | $12,194-42.6% | $7,491-6.6% | $11,599-39.7% |