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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 | $204,351 | $117,829+73.4% | $102,423+99.5% | $145,877+40.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.53% | 31.83%-14.3pp | 29.42%-11.9pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,645 | $3,615+0.8% | $3,023+20.6% | $4,663-21.8% |
| Participant deferral / active EE | $34,796 | $5,732+507.0% | $5,054+588.5% | $6,691+420.1% |
| Admin fee / account holder | $28,459 | $13,335+113.4% | $9,455+201.0% | $13,402+112.3% |