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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 | $222,242 | $121,677+82.6% | $104,625+112.4% | $158,966+39.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.23% | 465.58%-456.3pp | 340.60%-331.4pp | 302.95%-293.7pp |
| Employer contribution / active EE | $2,874 | $3,165-9.2% | $2,681+7.2% | $4,762-39.7% |
| Participant deferral / active EE | $7,522 | $4,175+80.2% | $3,738+101.3% | $5,983+25.7% |
| Admin fee / account holder | $4,171 | $7,777-46.4% | $6,465-35.5% | $11,250-62.9% |