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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 | $154,467+39.1% | $130,270+65.0% | $139,487+54.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 12.36% | 30.58%-18.2pp | 38.89%-26.5pp | 373.84%-361.5pp |
| Employer contribution / active EE | $2,273 | $5,175-56.1% | $4,128-44.9% | $4,755-52.2% |
| Participant deferral / active EE | $9,868 | $8,497+16.1% | $6,797+45.2% | $6,713+47.0% |
| Admin fee / account holder | $3,416 | $9,222-63.0% | $6,022-43.3% | $11,407-70.1% |