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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 | $220,461 | $86,288+155.5% | $111,306+98.1% | $85,851+156.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.75% | 19.99%-5.2pp | 54.67%-39.9pp | 318.63%-303.9pp |
| Employer contribution / active EE | $7,412 | $2,044+262.7% | $2,732+171.3% | $2,565+188.9% |
| Participant deferral / active EE | $6,659 | $3,641+82.9% | $4,488+48.4% | $3,952+68.5% |
| Admin fee / account holder | $969 | $8,189-88.2% | $7,966-87.8% | $6,261-84.5% |