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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 | $223,772 | $117,895+89.8% | $102,460+118.4% | $145,897+53.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.44% | 31.92%-22.5pp | 29.47%-20.0pp | 552.29%-542.9pp |
| Employer contribution / active EE | $7,860 | $3,619+117.2% | $3,025+159.8% | $4,663+68.6% |
| Participant deferral / active EE | $8,247 | $5,736+43.8% | $5,056+63.1% | $6,689+23.3% |
| Admin fee / account holder | $1,155 | $13,353-91.4% | $9,460-87.8% | $13,390-91.4% |