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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 | $204,390 | $117,846+73.4% | $102,434+99.5% | $145,884+40.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.71% | 31.90%-20.2pp | 29.46%-17.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,042 | $3,615-15.8% | $3,023+0.6% | $4,662-34.8% |
| Participant deferral / active EE | $6,976 | $5,733+21.7% | $5,055+38.0% | $6,690+4.3% |
| Admin fee / account holder | $1,325 | $13,356-90.1% | $9,462-86.0% | $13,392-90.1% |