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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 | $210,985 | $115,917+82.0% | $100,535+109.9% | $158,982+32.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.70% | 34.80%-22.1pp | 30.90%-18.2pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,463 | $4,105-64.4% | $3,419-57.2% | $4,763-69.3% |
| Participant deferral / active EE | $6,735 | $6,677+0.9% | $6,271+7.4% | $5,983+12.6% |
| Admin fee / account holder | $19,609 | $11,002+78.2% | $8,085+142.6% | $11,252+74.3% |