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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 | $183,468 | $115,903+58.3% | $100,528+82.5% | $158,966+15.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.14% | 34.80%-23.7pp | 30.90%-19.8pp | 302.95%-291.8pp |
| Employer contribution / active EE | $2,904 | $4,105-29.3% | $3,419-15.0% | $4,762-39.0% |
| Participant deferral / active EE | $7,689 | $6,677+15.2% | $6,271+22.6% | $5,983+28.5% |
| Admin fee / account holder | $390 | $11,000-96.5% | $8,084-95.2% | $11,250-96.5% |