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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 | $243,024 | $100,125+142.7% | $81,482+198.3% | $145,978+66.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.97% | 34.44%-19.5pp | 24.79%-9.8pp | 550.52%-535.6pp |
| Employer contribution / active EE | $5,425 | $2,977+82.2% | $2,463+120.3% | $4,662+16.4% |
| Participant deferral / active EE | $13,267 | $4,609+187.8% | $3,885+241.5% | $6,690+98.3% |
| Admin fee / account holder | $603 | $8,198-92.6% | $5,761-89.5% | $13,400-95.5% |