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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 | $241,684 | $97,125+148.8% | $86,233+180.3% | $137,256+76.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.28% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,480 | $2,841+22.5% | $2,504+39.0% | $4,156-16.3% |
| Participant deferral / active EE | $30,959 | $5,180+497.7% | $4,559+579.0% | $6,407+383.2% |
| Admin fee / account holder | $2,006 | $9,725-79.4% | $8,342-76.0% | $12,270-83.7% |