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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 | $234,885 | $126,661+85.4% | $113,397+107.1% | $138,895+69.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.37% | 25.05%-10.7pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $10,217 | $3,456+195.6% | $2,977+243.2% | $4,194+143.6% |
| Participant deferral / active EE | $8,570 | $5,693+50.5% | $5,076+68.8% | $6,396+34.0% |
| Admin fee / account holder | $1,575 | $14,549-89.2% | $11,957-86.8% | $12,562-87.5% |