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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 | $207,546 | $117,846+76.1% | $102,434+102.6% | $145,884+42.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 31.90%-18.8pp | 29.46%-16.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $11,042 | $3,615+205.5% | $3,023+265.3% | $4,662+136.8% |
| Participant deferral / active EE | $17,469 | $5,733+204.7% | $5,055+245.6% | $6,690+161.1% |
| Admin fee / account holder | $926 | $13,356-93.1% | $9,462-90.2% | $13,392-93.1% |