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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 | $117,895+84.6% | $102,460+112.4% | $145,897+49.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.83% | 31.92%-18.1pp | 29.47%-15.6pp | 552.29%-538.5pp |
| Employer contribution / active EE | $3,684 | $3,619+1.8% | $3,025+21.8% | $4,663-21.0% |
| Participant deferral / active EE | $8,499 | $5,736+48.2% | $5,056+68.1% | $6,689+27.1% |
| Admin fee / account holder | $2,168 | $13,353-83.8% | $9,460-77.1% | $13,390-83.8% |