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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 | $236,388 | $176,786+33.7% | $146,643+61.2% | $167,536+41.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.31% | 24.04%-14.7pp | 22.75%-13.4pp | 478.82%-469.5pp |
| Employer contribution / active EE | $1,961 | $5,161-62.0% | $4,137-52.6% | $4,839-59.5% |
| Participant deferral / active EE | $9,733 | $6,440+51.1% | $5,506+76.8% | $6,342+53.5% |
| Admin fee / account holder | $14,098 | $13,262+6.3% | $10,280+37.1% | $12,315+14.5% |