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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 | $207,473 | $111,814+85.6% | $103,378+100.7% | $145,978+42.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,654 | $4,215-60.8% | $3,870-57.3% | $4,662-64.5% |
| Participant deferral / active EE | $2,325 | $5,618-58.6% | $5,058-54.0% | $6,690-65.2% |
| Admin fee / account holder | $6,441 | $9,764-34.0% | $8,401-23.3% | $13,400-51.9% |