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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 | $243,847 | $117,895+106.8% | $102,460+138.0% | $145,897+67.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 31.92%-21.3pp | 29.47%-18.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,358 | $3,619-34.8% | $3,025-22.0% | $4,663-49.4% |
| Participant deferral / active EE | $8,067 | $5,736+40.6% | $5,056+59.5% | $6,689+20.6% |
| Admin fee / account holder | $7,476 | $13,353-44.0% | $9,460-21.0% | $13,390-44.2% |