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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 | $242,594 | $149,741+62.0% | $118,914+104.0% | $158,982+52.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 24.86% | 19.94%+4.9pp | 35.89%-11.0pp | 302.99%-278.1pp |
| Employer contribution / active EE | $3,207 | $4,119-22.1% | $3,264-1.8% | $4,763-32.7% |
| Participant deferral / active EE | $6,222 | $5,226+19.1% | $4,266+45.9% | $5,983+4.0% |
| Admin fee / account holder | $1,087 | $8,607-87.4% | $6,582-83.5% | $11,252-90.3% |