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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 | $180,983 | $162,821+11.2% | $133,978+35.1% | $158,982+13.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.34% | 41.95%-24.6pp | 45.10%-27.8pp | 302.99%-285.7pp |
| Employer contribution / active EE | $20,848 | $4,976+319.0% | $3,919+432.0% | $4,763+337.7% |
| Participant deferral / active EE | $13,756 | $5,910+132.7% | $5,047+172.5% | $5,983+129.9% |
| Admin fee / account holder | $494 | $11,742-95.8% | $8,930-94.5% | $11,252-95.6% |