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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 | $241,448 | $85,024+184.0% | $70,544+242.3% | $139,466+73.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.49% | 30.39%-17.9pp | 32.79%-20.3pp | 373.66%-361.2pp |
| Employer contribution / active EE | $1,440 | $3,912-63.2% | $2,976-51.6% | $4,754-69.7% |
| Participant deferral / active EE | $3,420 | $5,891-41.9% | $4,568-25.1% | $6,712-49.0% |
| Admin fee / account holder | $2,413 | $8,928-73.0% | $6,427-62.5% | $11,409-78.8% |