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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 | $241,193 | $112,729+114.0% | $98,716+144.3% | $137,256+75.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.02% | 38.48%-25.5pp | 31.81%-18.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,112 | $2,725-22.5% | $2,279-7.3% | $4,156-49.2% |
| Participant deferral / active EE | $7,824 | $4,640+68.6% | $4,048+93.3% | $6,407+22.1% |
| Admin fee / account holder | $2,091 | $10,129-79.4% | $8,703-76.0% | $12,270-83.0% |