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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 | $231,399 | $136,860+69.1% | $120,344+92.3% | $154,746+49.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.53% | 21.38%-9.8pp | 20.30%-8.8pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,521 | $3,533-28.6% | $3,020-16.5% | $4,379-42.4% |
| Participant deferral / active EE | $8,124 | $5,793+40.2% | $5,135+58.2% | $6,730+20.7% |
| Admin fee / account holder | $79,304 | $15,393+415.2% | $12,742+522.4% | $14,365+452.1% |