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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 | $216,166 | $162,821+32.8% | $133,978+61.3% | $158,982+36.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.74% | 41.95%-27.2pp | 45.10%-30.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $10,513 | $4,976+111.3% | $3,919+168.3% | $4,763+120.7% |
| Participant deferral / active EE | $8,857 | $5,910+49.9% | $5,047+75.5% | $5,983+48.0% |
| Admin fee / account holder | $1,230 | $11,742-89.5% | $8,930-86.2% | $11,252-89.1% |