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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 | $155,773 | $99,053+57.3% | $88,179+76.7% | $138,895+12.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 23.64% | 78.17%-54.5pp | 64.97%-41.3pp | 145.39%-121.8pp |
| Employer contribution / active EE | $25,610 | $2,882+788.6% | $2,549+904.6% | $4,194+510.6% |
| Participant deferral / active EE | $27,250 | $5,225+421.5% | $4,614+490.6% | $6,396+326.0% |
| Admin fee / account holder | $670 | $8,748-92.3% | $7,673-91.3% | $12,562-94.7% |