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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 | $227,762 | $132,099+72.4% | $115,599+97.0% | $138,895+64.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.69% | 176.76%-160.1pp | 111.10%-94.4pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,030 | $3,416-11.3% | $2,955+2.5% | $4,194-27.8% |
| Participant deferral / active EE | $9,281 | $5,617+65.2% | $4,889+89.8% | $6,396+45.1% |
| Admin fee / account holder | $1,369 | $15,650-91.3% | $12,841-89.3% | $12,562-89.1% |