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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 | $192,335 | $137,414+40.0% | $189,537+1.5% | $85,847+124.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.10% | 38.14%-24.0pp | 555.34%-541.2pp | 318.61%-304.5pp |
| Employer contribution / active EE | $5,495 | $4,344+26.5% | $6,161-10.8% | $2,565+114.2% |
| Participant deferral / active EE | $6,166 | $6,260-1.5% | $8,220-25.0% | $3,952+56.0% |
| Admin fee / account holder | $1,321 | $8,630-84.7% | $12,048-89.0% | $6,261-78.9% |