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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 | $209,559 | $106,247+97.2% | $96,515+117.1% | $139,466+50.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.93% | 38.47%-23.5pp | 35.73%-20.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $3,191 | $4,106-22.3% | $3,740-14.7% | $4,754-32.9% |
| Participant deferral / active EE | $19,495 | $5,456+257.3% | $4,880+299.5% | $6,712+190.4% |
| Admin fee / account holder | $2,888 | $7,885-63.4% | $6,735-57.1% | $11,409-74.7% |