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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 | $200,119 | $105,200+90.2% | $159,474+25.5% | $85,847+133.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.67% | 45.08%-30.4pp | 263.68%-249.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $2,488 | $3,319-25.0% | $4,831-48.5% | $2,565-3.0% |
| Participant deferral / active EE | $12,944 | $5,946+117.7% | $7,353+76.0% | $3,952+227.5% |
| Admin fee / account holder | $2,607 | $6,934-62.4% | $10,802-75.9% | $6,261-58.4% |