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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 | $208,406 | $103,392+101.6% | $87,104+139.3% | $152,897+36.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 28.83% | 28.10%+0.7pp | 28.19%+0.6pp | 345.43%-316.6pp |
| Employer contribution / active EE | $8,021 | $3,221+149.0% | $2,521+218.1% | $4,764+68.4% |
| Participant deferral / active EE | $7,711 | $4,778+61.4% | $4,048+90.5% | $5,851+31.8% |
| Admin fee / account holder | $5,911 | $12,194-51.5% | $7,491-21.1% | $11,599-49.0% |