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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 | $218,912 | $157,276+39.2% | $141,177+55.1% | $152,885+43.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.31% | 64.33%-48.0pp | 71.40%-55.1pp | 345.39%-329.1pp |
| Employer contribution / active EE | $3,858 | $5,262-26.7% | $4,736-18.5% | $4,763-19.0% |
| Participant deferral / active EE | $12,820 | $7,110+80.3% | $6,710+91.1% | $5,851+119.1% |
| Admin fee / account holder | $824 | $12,123-93.2% | $10,263-92.0% | $11,598-92.9% |