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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 | $224,760 | $104,251+115.6% | $91,004+147.0% | $147,586+52.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.07% | 27.06%-11.0pp | 4.60%+11.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,155 | $3,116-30.8% | $2,456-12.2% | $4,876-55.8% |
| Participant deferral / active EE | $8,338 | $4,195+98.8% | $3,548+135.0% | $5,439+53.3% |
| Admin fee / account holder | $6,465 | $8,948-27.7% | $5,417+19.3% | $10,886-40.6% |