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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 | $239,850 | $125,778+90.7% | $114,563+109.4% | $154,746+55.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.29% | 295.14%-277.8pp | 241.09%-223.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $3,713 | $2,806+32.3% | $2,592+43.3% | $4,379-15.2% |
| Participant deferral / active EE | $11,323 | $4,445+154.8% | $4,142+173.4% | $6,730+68.2% |
| Admin fee / account holder | $856 | $8,190-89.5% | $7,623-88.8% | $14,365-94.0% |