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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 | $223,082 | $162,785+37.0% | $133,959+66.5% | $158,950+40.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.46% | 41.94%-19.5pp | 45.09%-22.6pp | 302.91%-280.4pp |
| Employer contribution / active EE | $2,727 | $4,975-45.2% | $3,919-30.4% | $4,762-42.7% |
| Participant deferral / active EE | $3,424 | $5,910-42.1% | $5,047-32.2% | $5,983-42.8% |
| Admin fee / account holder | $2,429 | $11,738-79.3% | $8,928-72.8% | $11,248-78.4% |