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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 | $226,548 | $182,442+24.2% | $163,379+38.7% | $138,895+63.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 10.80% | 72.74%-61.9pp | 63.41%-52.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,849 | $4,159-31.5% | $3,752-24.1% | $4,194-32.1% |
| Participant deferral / active EE | $18,062 | $6,817+165.0% | $6,282+187.5% | $6,396+182.4% |
| Admin fee / account holder | $54,514 | $10,396+424.4% | $9,818+455.3% | $12,562+334.0% |