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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 | $228,554 | $106,247+115.1% | $96,515+136.8% | $139,466+63.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.36% | 38.47%-21.1pp | 35.73%-18.4pp | 373.66%-356.3pp |
| Employer contribution / active EE | $5,842 | $4,106+42.3% | $3,740+56.2% | $4,754+22.9% |
| Participant deferral / active EE | $5,250 | $5,456-3.8% | $4,880+7.6% | $6,712-21.8% |
| Admin fee / account holder | $379 | $7,885-95.2% | $6,735-94.4% | $11,409-96.7% |