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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 | $245,533 | $96,558+154.3% | $80,977+203.2% | $273,972-10.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.97% | 15.14%-9.2pp | 17.11%-11.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $9,472 | $4,869+94.5% | $3,715+155.0% | $4,869+94.5% |
| Participant deferral / active EE | $11,180 | $6,598+69.4% | $5,696+96.3% | $5,287+111.4% |
| Admin fee / account holder | $494 | $7,493-93.4% | $5,517-91.0% | $10,133-95.1% |