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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 | $225,960 | $232,540-2.8% | $185,117+22.1% | $147,586+53.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 24.04% | 43.03%-19.0pp | 40.50%-16.5pp | 578.59%-554.6pp |
| Employer contribution / active EE | $4,748 | $5,195-8.6% | $4,182+13.5% | $4,876-2.6% |
| Participant deferral / active EE | $13,747 | $5,834+135.6% | $5,045+172.5% | $5,439+152.8% |
| Admin fee / account holder | $1,238 | $10,275-88.0% | $8,159-84.8% | $10,886-88.6% |