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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 | $192,571 | $113,338+69.9% | $94,993+102.7% | $147,586+30.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.08% | 20.80%-0.7pp | 27.14%-7.1pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,485 | $3,160-53.0% | $2,603-42.9% | $4,876-69.5% |
| Participant deferral / active EE | $2,395 | $3,777-36.6% | $3,317-27.8% | $5,439-56.0% |
| Admin fee / account holder | $2,255 | $6,063-62.8% | $4,960-54.5% | $10,886-79.3% |