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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 | $213,885 | $167,533+27.7% | $151,645+41.0% | $134,545+59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.47% | 7.81%-17.3pp | 3.34%-12.8pp | 418.37%-427.8pp |
| Employer contribution / active EE | $1,918 | $6,828-71.9% | $6,165-68.9% | $4,742-59.5% |
| Participant deferral / active EE | $17,764 | $8,985+97.7% | $8,363+112.4% | $6,401+177.5% |
| Admin fee / account holder | $2,292 | $13,781-83.4% | $11,614-80.3% | $11,431-79.9% |