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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 | $229,838 | $85,060+170.2% | $70,565+225.7% | $139,487+64.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 20.79% | 30.39%-9.6pp | 32.79%-12.0pp | 373.84%-353.1pp |
| Employer contribution / active EE | $4,297 | $3,912+9.8% | $2,976+44.4% | $4,755-9.6% |
| Participant deferral / active EE | $6,765 | $5,891+14.8% | $4,568+48.1% | $6,713+0.8% |
| Admin fee / account holder | $700 | $8,932-92.2% | $6,430-89.1% | $11,407-93.9% |