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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 | $225,998 | $107,809+109.6% | $97,032+132.9% | $155,188+45.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 12.18% | 38.06%-25.9pp | 35.38%-23.2pp | 148.84%-136.7pp |
| Employer contribution / active EE | $1,834 | $2,911-37.0% | $2,629-30.2% | $4,248-56.8% |
| Participant deferral / active EE | $1,411 | $5,129-72.5% | $4,672-69.8% | $6,531-78.4% |
| Admin fee / account holder | $5,788 | $10,717-46.0% | $9,418-38.5% | $14,480-60.0% |