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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 | $226,692 | $157,829+43.6% | $136,867+65.6% | $198,609+14.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.60% | 51.25%-40.6pp | 42.97%-32.4pp | 202.70%-192.1pp |
| Employer contribution / active EE | $3,476 | $3,923-11.4% | $3,547-2.0% | $5,055-31.2% |
| Participant deferral / active EE | $11,881 | $5,463+117.5% | $4,924+141.3% | $6,977+70.3% |
| Admin fee / account holder | $1,366 | $11,107-87.7% | $10,340-86.8% | $19,030-92.8% |