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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 | $213,684 | $70,366+203.7% | $66,674+220.5% | $138,895+53.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.71% | 386.41%-365.7pp | 321.24%-300.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $3,018 | $2,765+9.1% | $2,620+15.2% | $4,194-28.0% |
| Participant deferral / active EE | $6,200 | $4,374+41.7% | $4,084+51.8% | $6,396-3.1% |
| Admin fee / account holder | $1,130 | $5,262-78.5% | $5,098-77.8% | $12,562-91.0% |