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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 | $195,718 | $117,829+66.1% | $102,423+91.1% | $145,877+34.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 31.83%-19.5pp | 29.42%-17.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $5,347 | $3,615+47.9% | $3,023+76.9% | $4,663+14.7% |
| Participant deferral / active EE | $11,874 | $5,732+107.1% | $5,054+134.9% | $6,691+77.5% |
| Admin fee / account holder | $1,260 | $13,335-90.6% | $9,455-86.7% | $13,402-90.6% |