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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 | $207,038 | $112,729+83.7% | $98,716+109.7% | $137,256+50.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.32% | 38.48%-27.2pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $4,298 | $2,725+57.7% | $2,279+88.6% | $4,156+3.4% |
| Participant deferral / active EE | $10,149 | $4,640+118.7% | $4,048+150.7% | $6,407+58.4% |
| Admin fee / account holder | $30,995 | $10,129+206.0% | $8,703+256.2% | $12,270+152.6% |