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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 | $220,032 | $126,661+73.7% | $113,397+94.0% | $138,895+58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.31% | 25.05%-11.7pp | 23.20%-9.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $6,600 | $3,456+91.0% | $2,977+121.7% | $4,194+57.4% |
| Participant deferral / active EE | $2,100 | $5,693-63.1% | $5,076-58.6% | $6,396-67.2% |
| Admin fee / account holder | $1,237 | $14,549-91.5% | $11,957-89.7% | $12,562-90.2% |