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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 | $230,595 | $183,539+25.6% | $155,556+48.2% | $145,897+58.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.15% | 61.31%-41.2pp | 64.84%-44.7pp | 552.29%-532.1pp |
| Employer contribution / active EE | $2,512 | $5,315-52.7% | $4,675-46.3% | $4,663-46.1% |
| Participant deferral / active EE | $12,757 | $6,467+97.3% | $5,631+126.6% | $6,689+90.7% |
| Admin fee / account holder | $4,541 | $19,275-76.4% | $15,885-71.4% | $13,390-66.1% |