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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 | $215,455 | $124,425+73.2% | $112,040+92.3% | $137,256+57.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.32% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $7,008 | $3,411+105.4% | $2,954+137.2% | $4,156+68.6% |
| Participant deferral / active EE | $8,500 | $5,718+48.6% | $5,098+66.7% | $6,407+32.7% |
| Admin fee / account holder | $463 | $15,207-97.0% | $12,098-96.2% | $12,270-96.2% |