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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 | $126,661+82.7% | $113,397+104.1% | $138,895+66.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.53% | 25.05%-13.5pp | 23.20%-11.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,521 | $3,456-27.1% | $2,977-15.3% | $4,194-39.9% |
| Participant deferral / active EE | $8,124 | $5,693+42.7% | $5,076+60.0% | $6,396+27.0% |
| Admin fee / account holder | $79,304 | $14,549+445.1% | $11,957+563.3% | $12,562+531.3% |