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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 | $212,573 | $115,917+83.4% | $100,535+111.4% | $158,982+33.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.50% | 34.80%-17.3pp | 30.90%-13.4pp | 302.99%-285.5pp |
| Employer contribution / active EE | $8,206 | $4,105+99.9% | $3,419+140.0% | $4,763+72.3% |
| Participant deferral / active EE | $9,374 | $6,677+40.4% | $6,271+49.5% | $5,983+56.7% |
| Admin fee / account holder | $6,670 | $11,002-39.4% | $8,085-17.5% | $11,252-40.7% |