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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 | $237,834 | $110,240+115.7% | $96,544+146.3% | $139,487+70.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.91% | 26.41%-9.5pp | 25.88%-9.0pp | 373.84%-356.9pp |
| Employer contribution / active EE | $2,645 | $3,622-27.0% | $2,966-10.8% | $4,755-44.4% |
| Participant deferral / active EE | $6,696 | $5,549+20.7% | $4,851+38.0% | $6,713-0.3% |
| Admin fee / account holder | $43,394 | $11,602+274.0% | $8,254+425.7% | $11,407+280.4% |