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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 | $154,150 | $101,063+52.5% | $81,473+89.2% | $147,586+4.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.90% | 32.41%-16.5pp | 38.78%-22.9pp | 578.59%-562.7pp |
| Employer contribution / active EE | $16,751 | $3,206+422.6% | $2,568+552.3% | $4,876+243.5% |
| Participant deferral / active EE | $7,358 | $4,242+73.4% | $3,537+108.0% | $5,439+35.3% |
| Admin fee / account holder | $319 | $5,812-94.5% | $4,561-93.0% | $10,886-97.1% |