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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 | $243,047 | $157,829+54.0% | $136,867+77.6% | $198,609+22.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 9.01% | 51.25%-42.2pp | 42.97%-34.0pp | 202.70%-193.7pp |
| Employer contribution / active EE | $2,337 | $3,923-40.4% | $3,547-34.1% | $5,055-53.8% |
| Participant deferral / active EE | $10,952 | $5,463+100.5% | $4,924+122.4% | $6,977+57.0% |
| Admin fee / account holder | $1,333 | $11,107-88.0% | $10,340-87.1% | $19,030-93.0% |