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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 | $222,287 | $110,212+101.7% | $96,534+130.3% | $139,466+59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.57% | 26.42%-12.8pp | 25.88%-12.3pp | 373.66%-360.1pp |
| Employer contribution / active EE | $7,909 | $3,620+118.5% | $2,965+166.7% | $4,754+66.4% |
| Participant deferral / active EE | $24,762 | $5,547+346.4% | $4,851+410.5% | $6,712+268.9% |
| Admin fee / account holder | $1,155 | $11,599-90.0% | $8,253-86.0% | $11,409-89.9% |