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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 | $214,890 | $154,365+39.2% | $130,231+65.0% | $139,427+54.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 12.36% | 30.34%-18.0pp | 38.77%-26.4pp | 373.27%-360.9pp |
| Employer contribution / active EE | $2,273 | $5,170-56.0% | $4,126-44.9% | $4,752-52.2% |
| Participant deferral / active EE | $9,868 | $8,498+16.1% | $6,799+45.1% | $6,711+47.0% |
| Admin fee / account holder | $3,416 | $9,214-62.9% | $6,020-43.3% | $11,404-70.0% |