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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 | $202,287 | $110,248+83.5% | $95,728+111.3% | $139,456+45.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.53% | 27.16%-12.6pp | 28.40%-13.9pp | 373.45%-358.9pp |
| Employer contribution / active EE | $2,926 | $3,258-10.2% | $2,835+3.2% | $4,753-38.4% |
| Participant deferral / active EE | $8,217 | $4,675+75.7% | $4,245+93.6% | $6,711+22.4% |
| Admin fee / account holder | $7,082 | $6,607+7.2% | $5,673+24.8% | $11,407-37.9% |