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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 | $229,829 | $103,393+122.3% | $87,103+163.9% | $152,909+50.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.46% | 28.10%-12.6pp | 28.19%-12.7pp | 345.46%-330.0pp |
| Employer contribution / active EE | $934 | $3,221-71.0% | $2,521-63.0% | $4,764-80.4% |
| Participant deferral / active EE | $8,654 | $4,778+81.1% | $4,049+113.8% | $5,851+47.9% |
| Admin fee / account holder | $26,576 | $12,195+117.9% | $7,491+254.7% | $11,601+129.1% |