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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 | $236,808 | $95,406+148.2% | $185,849+27.4% | $85,847+175.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.03% | 23.59%-9.6pp | 122.10%-108.1pp | 318.61%-304.6pp |
| Employer contribution / active EE | $3,874 | $3,314+16.9% | $5,169-25.0% | $2,565+51.0% |
| Participant deferral / active EE | $6,452 | $3,424+88.5% | $5,569+15.9% | $3,952+63.3% |
| Admin fee / account holder | $511 | $7,214-92.9% | $16,244-96.9% | $6,261-91.8% |