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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 | $216,620 | $114,119+89.8% | $107,187+102.1% | $138,895+56.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.59% | 273.21%-257.6pp | 204.55%-189.0pp | 145.39%-129.8pp |
| Employer contribution / active EE | $17,493 | $4,059+331.0% | $3,782+362.5% | $4,194+317.1% |
| Participant deferral / active EE | $17,875 | $5,538+222.8% | $5,096+250.8% | $6,396+179.5% |
| Admin fee / account holder | $2,580 | $10,024-74.3% | $9,162-71.8% | $12,562-79.5% |