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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 | $246,550 | $111,535+121.1% | $105,223+134.3% | $137,256+79.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.06% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $18,345 | $3,939+365.7% | $3,689+397.4% | $4,156+341.4% |
| Participant deferral / active EE | $5,275 | $5,500-4.1% | $5,072+4.0% | $6,407-17.7% |
| Admin fee / account holder | $5,971 | $9,721-38.6% | $8,859-32.6% | $12,270-51.3% |