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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 | $206,479 | $106,247+94.3% | $96,515+113.9% | $139,466+48.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.30% | 38.47%-26.2pp | 35.73%-23.4pp | 373.66%-361.4pp |
| Employer contribution / active EE | $4,790 | $4,106+16.7% | $3,740+28.1% | $4,754+0.8% |
| Participant deferral / active EE | $22,500 | $5,456+312.4% | $4,880+361.1% | $6,712+235.2% |
| Admin fee / account holder | $2,869 | $7,885-63.6% | $6,735-57.4% | $11,409-74.9% |