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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 | $218,839 | $117,895+85.6% | $102,460+113.6% | $145,897+50.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 31.92%-19.3pp | 29.47%-16.8pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,639 | $3,619-27.1% | $3,025-12.8% | $4,663-43.4% |
| Participant deferral / active EE | $10,128 | $5,736+76.6% | $5,056+100.3% | $6,689+51.4% |
| Admin fee / account holder | $2,101 | $13,353-84.3% | $9,460-77.8% | $13,390-84.3% |