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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 | $195,568 | $162,785+20.1% | $133,959+46.0% | $158,950+23.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.59% | 41.94%-23.4pp | 45.09%-26.5pp | 302.91%-284.3pp |
| Employer contribution / active EE | $11,108 | $4,975+123.3% | $3,919+183.5% | $4,762+133.3% |
| Participant deferral / active EE | $18,133 | $5,910+206.8% | $5,047+259.3% | $5,983+203.1% |
| Admin fee / account holder | $998 | $11,738-91.5% | $8,928-88.8% | $11,248-91.1% |