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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 | $204,810 | $115,911+76.7% | $100,530+103.7% | $158,950+28.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.47% | 34.80%-20.3pp | 30.89%-16.4pp | 302.91%-288.4pp |
| Employer contribution / active EE | $5,633 | $4,104+37.3% | $3,418+64.8% | $4,762+18.3% |
| Participant deferral / active EE | $11,648 | $6,676+74.5% | $6,271+85.8% | $5,983+94.7% |
| Admin fee / account holder | $1,669 | $10,999-84.8% | $8,083-79.3% | $11,248-85.2% |