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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 | $227,720 | $87,166+161.2% | $76,735+196.8% | $137,256+65.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.93% | 26.50%-13.6pp | 29.77%-16.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,554 | $2,904+22.4% | $2,454+44.8% | $4,156-14.5% |
| Participant deferral / active EE | $8,334 | $4,726+76.3% | $4,088+103.9% | $6,407+30.1% |
| Admin fee / account holder | $57,103 | $8,403+579.5% | $7,189+694.3% | $12,270+365.4% |