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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 | $230,682 | $232,540-0.8% | $185,117+24.6% | $147,585+56.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 23.32% | 43.03%-19.7pp | 40.50%-17.2pp | 578.58%-555.3pp |
| Employer contribution / active EE | $26,334 | $5,195+406.9% | $4,182+529.8% | $4,876+440.0% |
| Participant deferral / active EE | $3,346 | $5,834-42.7% | $5,045-33.7% | $5,439-38.5% |
| Admin fee / account holder | $3,291 | $10,275-68.0% | $8,159-59.7% | $10,886-69.8% |