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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 | $203,400 | $232,540-12.5% | $185,117+9.9% | $147,586+37.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.52% | 43.03%-32.5pp | 40.50%-30.0pp | 578.59%-568.1pp |
| Employer contribution / active EE | $3,574 | $5,195-31.2% | $4,182-14.5% | $4,876-26.7% |
| Participant deferral / active EE | $6,666 | $5,834+14.3% | $5,045+32.1% | $5,439+22.6% |
| Admin fee / account holder | $444 | $10,275-95.7% | $8,159-94.6% | $10,886-95.9% |