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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 | $208,753 | $162,821+28.2% | $133,978+55.8% | $158,982+31.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.16% | 41.95%-12.8pp | 45.10%-15.9pp | 302.99%-273.8pp |
| Employer contribution / active EE | $23,799 | $4,976+378.3% | $3,919+507.3% | $4,763+399.7% |
| Participant deferral / active EE | $16,059 | $5,910+171.7% | $5,047+218.2% | $5,983+168.4% |
| Admin fee / account holder | $689 | $11,742-94.1% | $8,930-92.3% | $11,252-93.9% |