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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 | $192,600 | $232,540-17.2% | $185,117+4.0% | $147,586+30.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.56% | 43.03%-25.5pp | 40.50%-22.9pp | 578.59%-561.0pp |
| Employer contribution / active EE | $22,093 | $5,195+325.3% | $4,182+428.4% | $4,876+353.1% |
| Participant deferral / active EE | $17,232 | $5,834+195.4% | $5,045+241.6% | $5,439+216.8% |
| Admin fee / account holder | $14,411 | $10,275+40.2% | $8,159+76.6% | $10,886+32.4% |