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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 | $241,648 | $97,765+147.2% | $103,486+133.5% | $145,884+65.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.91% | 25.44%-13.5pp | 23.93%-12.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $6,808 | $4,687+45.3% | $4,679+45.5% | $4,662+46.0% |
| Participant deferral / active EE | $18,000 | $6,606+172.5% | $6,628+171.6% | $6,690+169.1% |
| Admin fee / account holder | $5,150 | $12,505-58.8% | $9,354-44.9% | $13,392-61.5% |