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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 | $190,743 | $110,307+72.9% | $96,576+97.5% | $139,456+36.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.69% | 26.40%-8.7pp | 25.87%-8.2pp | 373.45%-355.8pp |
| Employer contribution / active EE | $3,124 | $3,619-13.7% | $2,965+5.3% | $4,753-34.3% |
| Participant deferral / active EE | $12,057 | $5,547+117.3% | $4,851+148.6% | $6,711+79.7% |
| Admin fee / account holder | $1,833 | $11,597-84.2% | $8,253-77.8% | $11,407-83.9% |