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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 | $153,521 | $104,937+46.3% | $84,628+81.4% | $152,897+0.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.92% | 373.88%-350.0pp | 258.80%-234.9pp | 345.43%-321.5pp |
| Employer contribution / active EE | $3,230 | $3,303-2.2% | $2,653+21.7% | $4,764-32.2% |
| Participant deferral / active EE | $13,450 | $4,690+186.8% | $3,900+244.9% | $5,851+129.9% |
| Admin fee / account holder | $944 | $6,243-84.9% | $4,914-80.8% | $11,599-91.9% |