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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 | $238,590 | $112,729+111.6% | $98,716+141.7% | $137,256+73.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.17% | 38.48%-25.3pp | 31.81%-18.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,846 | $2,725+41.1% | $2,279+68.8% | $4,156-7.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,579 | $10,129-64.7% | $8,703-58.9% | $12,270-70.8% |