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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 | $201,730 | $182,442+10.6% | $163,379+23.5% | $138,895+45.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 25.64% | 72.74%-47.1pp | 63.41%-37.8pp | 145.39%-119.8pp |
| Employer contribution / active EE | $30,907 | $4,159+643.1% | $3,752+723.7% | $4,194+636.9% |
| Participant deferral / active EE | $11,750 | $6,817+72.4% | $6,282+87.1% | $6,396+83.7% |
| Admin fee / account holder | $1,194 | $10,396-88.5% | $9,818-87.8% | $12,562-90.5% |