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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 | $194,958 | $112,935+72.6% | $90,970+114.3% | $158,966+22.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.03% | 215.79%-201.8pp | 134.58%-120.5pp | 302.95%-288.9pp |
| Employer contribution / active EE | $2,930 | $2,895+1.2% | $2,122+38.1% | $4,762-38.5% |
| Participant deferral / active EE | $6,446 | $4,129+56.1% | $3,373+91.1% | $5,983+7.7% |
| Admin fee / account holder | $1,928 | $8,045-76.0% | $5,960-67.7% | $11,250-82.9% |