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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 | $240,794 | $112,729+113.6% | $98,716+143.9% | $137,256+75.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.84% | 38.48%-23.6pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,619 | $2,725+32.8% | $2,279+58.8% | $4,156-12.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,817 | $10,129-3.1% | $8,703+12.8% | $12,270-20.0% |