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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 | $182,867 | $97,125+88.3% | $86,233+112.1% | $137,256+33.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.44% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $15,780 | $2,841+455.4% | $2,504+530.1% | $4,156+279.7% |
| Participant deferral / active EE | $15,575 | $5,180+200.7% | $4,559+241.6% | $6,407+143.1% |
| Admin fee / account holder | $1,335 | $9,725-86.3% | $8,342-84.0% | $12,270-89.1% |