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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 | $198,520 | $114,119+74.0% | $107,187+85.2% | $138,895+42.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.77% | 273.21%-255.4pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $16,926 | $4,059+317.0% | $3,782+347.5% | $4,194+303.6% |
| Participant deferral / active EE | $3,016 | $5,538-45.5% | $5,096-40.8% | $6,396-52.8% |
| Admin fee / account holder | $1,302 | $10,024-87.0% | $9,162-85.8% | $12,562-89.6% |