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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 | $241,293 | $110,212+118.9% | $96,534+150.0% | $139,466+73.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.94% | 26.42%-14.5pp | 25.88%-13.9pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,306 | $3,620-63.9% | $2,965-55.9% | $4,754-72.5% |
| Participant deferral / active EE | $22,665 | $5,547+308.6% | $4,851+367.2% | $6,712+237.7% |
| Admin fee / account holder | $1,454 | $11,599-87.5% | $8,253-82.4% | $11,409-87.3% |