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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 | $159,660 | $97,125+64.4% | $86,233+85.1% | $137,256+16.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.45% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,814 | $2,841-1.0% | $2,504+12.4% | $4,156-32.3% |
| Participant deferral / active EE | $12,332 | $5,180+138.1% | $4,559+170.5% | $6,407+92.5% |
| Admin fee / account holder | $32,015 | $9,725+229.2% | $8,342+283.8% | $12,270+160.9% |