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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 | $200,691 | $98,240+104.3% | $82,312+143.8% | $147,586+36.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.00% | 30.85%-15.9pp | 25.88%-10.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $5,632 | $3,192+76.5% | $2,428+131.9% | $4,876+15.5% |
| Participant deferral / active EE | $6,248 | $4,383+42.5% | $3,706+68.6% | $5,439+14.9% |
| Admin fee / account holder | $1,026 | $8,563-88.0% | $5,608-81.7% | $10,886-90.6% |