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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 | $178,450 | $110,278+61.8% | $95,740+86.4% | $139,466+28.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.62% | 27.19%-12.6pp | 28.41%-13.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,196 | $3,260-32.6% | $2,836-22.6% | $4,754-53.8% |
| Participant deferral / active EE | $8,310 | $4,674+77.8% | $4,244+95.8% | $6,712+23.8% |
| Admin fee / account holder | $1,918 | $6,613-71.0% | $5,676-66.2% | $11,409-83.2% |