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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 | $232,299 | $96,508+140.7% | $75,901+206.1% | $152,897+51.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.06% | 33.99%-10.9pp | 30.76%-7.7pp | 345.43%-322.4pp |
| Employer contribution / active EE | $2,721 | $3,310-17.8% | $2,501+8.8% | $4,764-42.9% |
| Participant deferral / active EE | $7,945 | $4,554+74.5% | $3,603+120.5% | $5,851+35.8% |
| Admin fee / account holder | $2,119 | $8,081-73.8% | $5,420-60.9% | $11,599-81.7% |