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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 | $223,825 | $103,393+116.5% | $87,103+157.0% | $152,909+46.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.01% | 28.10%-4.1pp | 28.19%-4.2pp | 345.46%-321.5pp |
| Employer contribution / active EE | $3,460 | $3,221+7.4% | $2,521+37.2% | $4,764-27.4% |
| Participant deferral / active EE | $6,378 | $4,778+33.5% | $4,049+57.5% | $5,851+9.0% |
| Admin fee / account holder | $7,741 | $12,195-36.5% | $7,491+3.3% | $11,601-33.3% |