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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 | $199,421 | $77,449+157.5% | $69,483+187.0% | $152,909+30.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.62% | 39.09%-21.5pp | 28.99%-11.4pp | 345.46%-327.8pp |
| Employer contribution / active EE | $3,373 | $3,316+1.7% | $2,780+21.3% | $4,764-29.2% |
| Participant deferral / active EE | $16,179 | $4,415+266.5% | $3,537+357.5% | $5,851+176.5% |
| Admin fee / account holder | $7,717 | $6,210+24.3% | $3,841+100.9% | $11,601-33.5% |