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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 | $210,866 | $98,240+114.6% | $82,312+156.2% | $147,586+42.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.55% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $7,954 | $3,192+149.2% | $2,428+227.6% | $4,876+63.1% |
| Participant deferral / active EE | $4,195 | $4,383-4.3% | $3,706+13.2% | $5,439-22.9% |
| Admin fee / account holder | $7,160 | $8,563-16.4% | $5,608+27.7% | $10,886-34.2% |