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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 | $213,144 | $152,612+39.7% | $125,192+70.3% | $152,897+39.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.87% | 54.85%-33.0pp | 43.79%-21.9pp | 345.43%-323.6pp |
| Employer contribution / active EE | $3,422 | $4,947-30.8% | $3,866-11.5% | $4,764-28.2% |
| Participant deferral / active EE | $15,286 | $5,868+160.5% | $4,937+209.6% | $5,851+161.3% |
| Admin fee / account holder | $806 | $13,437-94.0% | $9,704-91.7% | $11,599-93.0% |