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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 | $191,226 | $107,368+78.1% | $92,915+105.8% | $152,909+25.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.63% | 145.64%-122.0pp | 109.45%-85.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $5,644 | $4,222+33.7% | $3,653+54.5% | $4,764+18.5% |
| Participant deferral / active EE | $12,040 | $4,848+148.4% | $4,238+184.1% | $5,851+105.8% |
| Admin fee / account holder | $1,832 | $7,082-74.1% | $5,796-68.4% | $11,601-84.2% |