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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 | $192,034 | $98,240+95.5% | $82,312+133.3% | $147,586+30.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.11% | 30.85%-13.7pp | 25.88%-8.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $4,694 | $3,192+47.1% | $2,428+93.3% | $4,876-3.7% |
| Participant deferral / active EE | $4,754 | $4,383+8.5% | $3,706+28.3% | $5,439-12.6% |
| Admin fee / account holder | $4,447 | $8,563-48.1% | $5,608-20.7% | $10,886-59.1% |