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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 | $223,600 | $126,661+76.5% | $113,397+97.2% | $138,895+61.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 19.76% | 25.05%-5.3pp | 23.20%-3.4pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,706 | $3,456-21.7% | $2,977-9.1% | $4,194-35.5% |
| Participant deferral / active EE | $7,441 | $5,693+30.7% | $5,076+46.6% | $6,396+16.3% |
| Admin fee / account holder | $34,518 | $14,549+137.2% | $11,957+188.7% | $12,562+174.8% |