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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 | $199,578 | $117,859+69.3% | $102,438+94.8% | $145,959+36.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 31.72%-18.5pp | 29.37%-16.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $7,313 | $3,615+102.3% | $3,024+141.9% | $4,661+56.9% |
| Participant deferral / active EE | $6,513 | $5,732+13.6% | $5,054+28.9% | $6,689-2.6% |
| Admin fee / account holder | $70,952 | $13,318+432.8% | $9,448+651.0% | $13,398+429.6% |