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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 | $218,800 | $152,394+43.6% | $124,067+76.4% | $155,188+41.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 9.35% | 34.93%-25.6pp | 31.06%-21.7pp | 148.84%-139.5pp |
| Employer contribution / active EE | $4,990 | $2,398+108.1% | $2,166+130.4% | $4,248+17.5% |
| Participant deferral / active EE | $24,694 | $3,823+546.0% | $3,463+613.0% | $6,531+278.1% |
| Admin fee / account holder | $90,142 | $6,949+1197.2% | $7,351+1126.2% | $14,480+522.5% |