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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 | $206,687 | $117,895+75.3% | $102,460+101.7% | $145,897+41.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.08% | 31.92%-18.8pp | 29.47%-16.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,787 | $3,619+4.7% | $3,025+25.2% | $4,663-18.8% |
| Participant deferral / active EE | $7,269 | $5,736+26.7% | $5,056+43.8% | $6,689+8.7% |
| Admin fee / account holder | $77,356 | $13,353+479.3% | $9,460+717.7% | $13,390+477.7% |