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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 | $220,480 | $112,729+95.6% | $98,716+123.3% | $137,256+60.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.01% | 38.48%-25.5pp | 31.81%-18.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,114 | $2,725+14.3% | $2,279+36.7% | $4,156-25.1% |
| Participant deferral / active EE | $7,109 | $4,640+53.2% | $4,048+75.6% | $6,407+11.0% |
| Admin fee / account holder | $39,090 | $10,129+285.9% | $8,703+349.2% | $12,270+218.6% |