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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 | $234,231 | $117,846+98.8% | $102,434+128.7% | $145,884+60.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.91% | 31.90%-23.0pp | 29.46%-20.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,231 | $3,615-10.6% | $3,023+6.9% | $4,662-30.7% |
| Participant deferral / active EE | $30,500 | $5,733+432.0% | $5,055+503.4% | $6,690+355.9% |
| Admin fee / account holder | $2,351 | $13,356-82.4% | $9,462-75.2% | $13,392-82.4% |