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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 | $195,037 | $98,240+98.5% | $82,312+136.9% | $147,586+32.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.94% | 30.85%-7.9pp | 25.88%-2.9pp | 578.59%-555.7pp |
| Employer contribution / active EE | $5,417 | $3,192+69.7% | $2,428+123.1% | $4,876+11.1% |
| Participant deferral / active EE | $5,918 | $4,383+35.0% | $3,706+59.7% | $5,439+8.8% |
| Admin fee / account holder | $834 | $8,563-90.3% | $5,608-85.1% | $10,886-92.3% |