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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 | $231,421 | $124,425+86.0% | $112,040+106.6% | $137,256+68.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.77% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,606 | $3,411-23.6% | $2,954-11.8% | $4,156-37.3% |
| Participant deferral / active EE | $15,153 | $5,718+165.0% | $5,098+197.3% | $6,407+136.5% |
| Admin fee / account holder | $54,060 | $15,207+255.5% | $12,098+346.8% | $12,270+340.6% |