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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 | $192,571 | $72,071+167.2% | $68,368+181.7% | $137,256+40.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.04% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $22,633 | $2,788+711.8% | $2,649+754.4% | $4,156+444.6% |
| Participant deferral / active EE | $22,898 | $4,410+419.2% | $4,123+455.4% | $6,407+257.4% |
| Admin fee / account holder | $1,952 | $5,336-63.4% | $5,150-62.1% | $12,270-84.1% |