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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 | $229,013 | $117,829+94.4% | $102,423+123.6% | $145,877+57.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.31% | 31.83%-17.5pp | 29.42%-15.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $4,458 | $3,615+23.3% | $3,023+47.5% | $4,663-4.4% |
| Participant deferral / active EE | $11,280 | $5,732+96.8% | $5,054+123.2% | $6,691+68.6% |
| Admin fee / account holder | $725 | $13,335-94.6% | $9,455-92.3% | $13,402-94.6% |