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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 | $204,040 | $104,251+95.7% | $91,004+124.2% | $147,586+38.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.38% | 27.06%-12.7pp | 4.60%+9.8pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,436 | $3,116-21.8% | $2,456-0.8% | $4,876-50.1% |
| Participant deferral / active EE | $6,684 | $4,195+59.3% | $3,548+88.4% | $5,439+22.9% |
| Admin fee / account holder | $12,989 | $8,948+45.2% | $5,417+139.8% | $10,886+19.3% |