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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 | $209,763 | $99,380+111.1% | $90,312+132.3% | $155,188+35.2% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 12.97% | 19.35%-6.4pp | 18.90%-5.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $3,072 | $2,390+28.5% | $2,243+37.0% | $4,248-27.7% |
| Participant deferral / active EE | $9,428 | $4,212+123.9% | $3,749+151.5% | $6,531+44.4% |
| Admin fee / account holder | $118,427 | $9,766+1112.6% | $8,248+1335.9% | $14,480+717.9% |