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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 | $207,455 | $110,307+88.1% | $96,576+114.8% | $139,456+48.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.89% | 26.40%-13.5pp | 25.87%-13.0pp | 373.45%-360.6pp |
| Employer contribution / active EE | $6,864 | $3,619+89.7% | $2,965+131.5% | $4,753+44.4% |
| Participant deferral / active EE | $9,375 | $5,547+69.0% | $4,851+93.3% | $6,711+39.7% |
| Admin fee / account holder | $470 | $11,597-95.9% | $8,253-94.3% | $11,407-95.9% |