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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 | $212,826 | $104,251+104.1% | $91,004+133.9% | $147,586+44.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 22.38% | 27.06%-4.7pp | 4.60%+17.8pp | 578.59%-556.2pp |
| Employer contribution / active EE | $5,453 | $3,116+75.0% | $2,456+122.1% | $4,876+11.8% |
| Participant deferral / active EE | $3,864 | $4,195-7.9% | $3,548+8.9% | $5,439-29.0% |
| Admin fee / account holder | $356 | $8,948-96.0% | $5,417-93.4% | $10,886-96.7% |