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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 | $114,119+116.0% | $107,187+130.0% | $138,895+77.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.06% | 273.21%-258.1pp | 204.55%-189.5pp | 145.39%-130.3pp |
| Employer contribution / active EE | $18,345 | $4,059+352.0% | $3,782+385.0% | $4,194+337.4% |
| Participant deferral / active EE | $5,275 | $5,538-4.8% | $5,096+3.5% | $6,396-17.5% |
| Admin fee / account holder | $5,971 | $10,024-40.4% | $9,162-34.8% | $12,562-52.5% |