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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 | $220,422 | $108,882+102.4% | $96,754+127.8% | $154,746+42.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.11% | 98.39%-85.3pp | 82.04%-68.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,207 | $3,018-26.9% | $2,679-17.6% | $4,379-49.6% |
| Participant deferral / active EE | $3,477 | $5,323-34.7% | $4,758-26.9% | $6,730-48.3% |
| Admin fee / account holder | $7,119 | $10,200-30.2% | $8,905-20.1% | $14,365-50.4% |