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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 | $210,032 | $228,317-8.0% | $185,808+13.0% | $158,931+32.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.77% | 40.81%-29.0pp | 35.95%-24.2pp | 302.86%-291.1pp |
| Employer contribution / active EE | $31,875 | $4,964+542.1% | $4,086+680.2% | $4,761+569.4% |
| Participant deferral / active EE | $4,447 | $6,415-30.7% | $5,632-21.0% | $5,982-25.7% |
| Admin fee / account holder | $907 | $11,865-92.4% | $9,501-90.5% | $11,247-91.9% |