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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 | $223,030 | $176,794+26.2% | $146,647+52.1% | $167,553+33.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.62% | 24.04%-14.4pp | 22.75%-13.1pp | 478.89%-469.3pp |
| Employer contribution / active EE | $1,999 | $5,161-61.3% | $4,137-51.7% | $4,840-58.7% |
| Participant deferral / active EE | $4,248 | $6,440-34.0% | $5,506-22.9% | $6,343-33.0% |
| Admin fee / account holder | $816 | $13,262-93.9% | $10,281-92.1% | $12,316-93.4% |