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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 | $226,692 | $114,013+98.8% | $103,693+118.6% | $155,188+46.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 10.60% | 49.31%-38.7pp | 47.61%-37.0pp | 148.84%-138.2pp |
| Employer contribution / active EE | $3,476 | $3,131+11.0% | $2,920+19.0% | $4,248-18.2% |
| Participant deferral / active EE | $11,881 | $4,970+139.1% | $4,579+159.4% | $6,531+81.9% |
| Admin fee / account holder | $1,366 | $8,407-83.7% | $7,858-82.6% | $14,480-90.6% |