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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 | $229,453 | $110,379+107.9% | $102,412+124.0% | $145,884+57.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.11% | 24.84%-2.7pp | 24.94%-2.8pp | 551.85%-529.7pp |
| Employer contribution / active EE | $3,755 | $4,216-10.9% | $3,870-3.0% | $4,662-19.5% |
| Participant deferral / active EE | $4,493 | $5,622-20.1% | $5,060-11.2% | $6,690-32.8% |
| Admin fee / account holder | $3,478 | $9,745-64.3% | $8,388-58.5% | $13,392-74.0% |