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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 | $106,267+97.2% | $96,520+117.1% | $139,456+50.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.93% | 38.45%-23.5pp | 35.72%-20.8pp | 373.45%-358.5pp |
| Employer contribution / active EE | $3,191 | $4,105-22.3% | $3,739-14.6% | $4,753-32.8% |
| Participant deferral / active EE | $19,495 | $5,454+257.4% | $4,879+299.6% | $6,711+190.5% |
| Admin fee / account holder | $2,888 | $7,882-63.4% | $6,733-57.1% | $11,407-74.7% |