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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 | $204,226 | $110,278+85.2% | $95,740+113.3% | $139,466+46.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.16% | 27.19%-14.0pp | 28.41%-15.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $6,010 | $3,260+84.3% | $2,836+111.9% | $4,754+26.4% |
| Participant deferral / active EE | $6,217 | $4,674+33.0% | $4,244+46.5% | $6,712-7.4% |
| Admin fee / account holder | $1,524 | $6,613-77.0% | $5,676-73.2% | $11,409-86.6% |