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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 | $219,690 | $103,393+112.5% | $87,103+152.2% | $152,909+43.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.32% | 28.10%-5.8pp | 28.19%-5.9pp | 345.46%-323.1pp |
| Employer contribution / active EE | $4,625 | $3,221+43.6% | $2,521+83.4% | $4,764-2.9% |
| Participant deferral / active EE | $5,588 | $4,778+17.0% | $4,049+38.0% | $5,851-4.5% |
| Admin fee / account holder | $7,960 | $12,195-34.7% | $7,491+6.3% | $11,601-31.4% |