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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 | $207,462 | $102,609+102.2% | $98,090+111.5% | $138,895+49.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.35% | 36.44%-22.1pp | 37.05%-22.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $7,389 | $3,867+91.1% | $3,606+104.9% | $4,194+76.2% |
| Participant deferral / active EE | $4,748 | $8,167-41.9% | $7,845-39.5% | $6,396-25.8% |
| Admin fee / account holder | $144,666 | $11,434+1165.2% | $11,815+1124.4% | $12,562+1051.6% |