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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 | $242,274 | $117,846+105.6% | $102,434+136.5% | $145,884+66.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.85% | 31.90%-7.1pp | 29.46%-4.6pp | 551.85%-527.0pp |
| Employer contribution / active EE | $3,140 | $3,615-13.1% | $3,023+3.9% | $4,662-32.7% |
| Participant deferral / active EE | $6,217 | $5,733+8.4% | $5,055+23.0% | $6,690-7.1% |
| Admin fee / account holder | $2,694 | $13,356-79.8% | $9,462-71.5% | $13,392-79.9% |