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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 | $197,913 | $95,406+107.4% | $185,849+6.5% | $85,847+130.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.24% | 23.59%-10.3pp | 122.10%-108.9pp | 318.61%-305.4pp |
| Employer contribution / active EE | $6,223 | $3,314+87.8% | $5,169+20.4% | $2,565+142.6% |
| Participant deferral / active EE | $7,024 | $3,424+105.2% | $5,569+26.1% | $3,952+77.7% |
| Admin fee / account holder | $11,191 | $7,214+55.1% | $16,244-31.1% | $6,261+78.8% |