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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 | $230,045 | $161,352+42.6% | $134,172+71.5% | $137,256+67.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.39% | 28.72%-17.3pp | 25.30%-13.9pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,478 | $4,099-63.9% | $3,420-56.8% | $4,156-64.4% |
| Participant deferral / active EE | $2,800 | $5,552-49.6% | $4,690-40.3% | $6,407-56.3% |
| Admin fee / account holder | $11,002 | $15,028-26.8% | $12,016-8.4% | $12,270-10.3% |