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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 | $180,297 | $176,402+2.2% | $134,162+34.4% | $158,982+13.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.42% | 63.66%-43.2pp | 36.35%-15.9pp | 302.99%-282.6pp |
| Employer contribution / active EE | $10,946 | $5,042+117.1% | $3,705+195.5% | $4,763+129.8% |
| Participant deferral / active EE | $16,113 | $4,093+293.7% | $3,500+360.4% | $5,983+169.3% |
| Admin fee / account holder | $1,330 | $8,719-84.8% | $6,685-80.1% | $11,252-88.2% |