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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 | $208,760 | $116,167+79.7% | $64,489+223.7% | $137,256+52.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 7.05% | 36.55%-29.5pp | 55.03%-48.0pp | 220.34%-213.3pp |
| Employer contribution / active EE | $6,931 | $2,483+179.2% | $1,523+355.1% | $4,156+66.8% |
| Participant deferral / active EE | $5,541 | $4,215+31.5% | $2,778+99.4% | $6,407-13.5% |
| Admin fee / account holder | $3,999 | $6,188-35.4% | $4,260-6.1% | $12,270-67.4% |