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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 | $217,609 | $117,859+84.6% | $102,438+112.4% | $145,959+49.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.83% | 31.72%-17.9pp | 29.37%-15.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $3,684 | $3,615+1.9% | $3,024+21.9% | $4,661-21.0% |
| Participant deferral / active EE | $8,499 | $5,732+48.3% | $5,054+68.2% | $6,689+27.1% |
| Admin fee / account holder | $2,168 | $13,318-83.7% | $9,448-77.1% | $13,398-83.8% |