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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 | $159,059 | $98,240+61.9% | $82,312+93.2% | $147,586+7.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.81% | 30.85%-17.0pp | 25.88%-12.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $3,655 | $3,192+14.5% | $2,428+50.5% | $4,876-25.1% |
| Participant deferral / active EE | $10,051 | $4,383+129.3% | $3,706+171.2% | $5,439+84.8% |
| Admin fee / account holder | $1,250 | $8,563-85.4% | $5,608-77.7% | $10,886-88.5% |