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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 | $240,100 | $117,895+103.7% | $102,460+134.3% | $145,897+64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.85% | 31.92%-20.1pp | 29.47%-17.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $15,388 | $3,619+325.2% | $3,025+408.7% | $4,663+230.0% |
| Participant deferral / active EE | $9,208 | $5,736+60.5% | $5,056+82.1% | $6,689+37.7% |
| Admin fee / account holder | $2,363 | $13,353-82.3% | $9,460-75.0% | $13,390-82.4% |