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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 | $117,904+66.0% | $102,457+91.0% | $145,978+34.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 31.80%-19.5pp | 29.41%-17.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $5,347 | $3,613+48.0% | $3,022+76.9% | $4,662+14.7% |
| Participant deferral / active EE | $11,874 | $5,733+107.1% | $5,054+134.9% | $6,690+77.5% |
| Admin fee / account holder | $1,260 | $13,329-90.5% | $9,451-86.7% | $13,400-90.6% |