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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 | $153,566 | $98,240+56.3% | $82,312+86.6% | $147,586+4.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.75% | 30.85%-10.1pp | 25.88%-5.1pp | 578.59%-557.8pp |
| Employer contribution / active EE | $7,703 | $3,192+141.3% | $2,428+217.2% | $4,876+58.0% |
| Participant deferral / active EE | $4,553 | $4,383+3.9% | $3,706+22.8% | $5,439-16.3% |
| Admin fee / account holder | $1,864 | $8,563-78.2% | $5,608-66.8% | $10,886-82.9% |