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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 | $200,561 | $98,240+104.2% | $82,312+143.7% | $147,586+35.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.54% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.1pp |
| Employer contribution / active EE | $5,615 | $3,192+75.9% | $2,428+131.2% | $4,876+15.1% |
| Participant deferral / active EE | $11,864 | $4,383+170.7% | $3,706+220.1% | $5,439+118.1% |
| Admin fee / account holder | $1,952 | $8,563-77.2% | $5,608-65.2% | $10,886-82.1% |