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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 | $239,982 | $136,860+75.3% | $120,344+99.4% | $154,746+55.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.67% | 21.38%-8.7pp | 20.30%-7.6pp | 172.34%-159.7pp |
| Employer contribution / active EE | $13,411 | $3,533+279.6% | $3,020+344.0% | $4,379+206.2% |
| Participant deferral / active EE | $6,704 | $5,793+15.7% | $5,135+30.6% | $6,730-0.4% |
| Admin fee / account holder | $1,403 | $15,393-90.9% | $12,742-89.0% | $14,365-90.2% |