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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 | $196,028 | $98,240+99.5% | $82,312+138.2% | $147,586+32.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.18% | 30.85%-21.7pp | 25.88%-16.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $6,000 | $3,192+88.0% | $2,428+147.1% | $4,876+23.0% |
| Participant deferral / active EE | $2,685 | $4,383-38.7% | $3,706-27.5% | $5,439-50.6% |
| Admin fee / account holder | $1,928 | $8,563-77.5% | $5,608-65.6% | $10,886-82.3% |