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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 | $196,753 | $162,812+20.8% | $133,971+46.9% | $158,966+23.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.53% | 41.94%-24.4pp | 45.09%-27.6pp | 302.95%-285.4pp |
| Employer contribution / active EE | $8,303 | $4,976+66.9% | $3,919+111.9% | $4,762+74.3% |
| Participant deferral / active EE | $13,189 | $5,910+123.2% | $5,047+161.3% | $5,983+120.4% |
| Admin fee / account holder | $964 | $11,741-91.8% | $8,929-89.2% | $11,250-91.4% |