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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 | $227,091 | $105,929+114.4% | $81,926+177.2% | $158,950+42.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 33.78% | 38.19%-4.4pp | 29.49%+4.3pp | 302.91%-269.1pp |
| Employer contribution / active EE | $7,809 | $7,802+0.1% | $4,310+81.2% | $4,762+64.0% |
| Participant deferral / active EE | $3,981 | $13,007-69.4% | $7,108-44.0% | $5,983-33.5% |
| Admin fee / account holder | $445 | $8,492-94.8% | $5,159-91.4% | $11,248-96.0% |