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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 | $236,337 | $118,454+99.5% | $98,441+140.1% | $139,427+69.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 24.23% | 18.94%+5.3pp | 21.16%+3.1pp | 373.27%-349.0pp |
| Employer contribution / active EE | $3,479 | $3,610-3.6% | $3,048+14.1% | $4,752-26.8% |
| Participant deferral / active EE | $5,961 | $5,392+10.5% | $4,738+25.8% | $6,711-11.2% |
| Admin fee / account holder | $743 | $14,053-94.7% | $8,960-91.7% | $11,404-93.5% |