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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 | $241,799 | $117,859+105.2% | $102,438+136.0% | $145,959+65.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.50% | 31.72%-22.2pp | 29.37%-19.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $7,847 | $3,615+117.1% | $3,024+159.5% | $4,661+68.4% |
| Participant deferral / active EE | $5,751 | $5,732+0.3% | $5,054+13.8% | $6,689-14.0% |
| Admin fee / account holder | $18,061 | $13,318+35.6% | $9,448+91.2% | $13,398+34.8% |