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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 | $239,964 | $117,895+103.5% | $102,460+134.2% | $145,897+64.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 31.92%-20.9pp | 29.47%-18.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,955 | $3,619+9.3% | $3,025+30.7% | $4,663-15.2% |
| Participant deferral / active EE | $7,044 | $5,736+22.8% | $5,056+39.3% | $6,689+5.3% |
| Admin fee / account holder | $39,486 | $13,353+195.7% | $9,460+317.4% | $13,390+194.9% |