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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 | $210,032 | $162,812+29.0% | $133,971+56.8% | $158,966+32.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.37% | 41.94%-11.6pp | 45.09%-14.7pp | 302.95%-272.6pp |
| Employer contribution / active EE | $8,819 | $4,976+77.2% | $3,919+125.0% | $4,762+85.2% |
| Participant deferral / active EE | $5,932 | $5,910+0.4% | $5,047+17.5% | $5,983-0.9% |
| Admin fee / account holder | $1,938 | $11,741-83.5% | $8,929-78.3% | $11,250-82.8% |