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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 | $207,324 | $162,821+27.3% | $133,978+54.7% | $158,982+30.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.21% | 41.95%-19.7pp | 45.10%-22.9pp | 302.99%-280.8pp |
| Employer contribution / active EE | $9,594 | $4,976+92.8% | $3,919+144.8% | $4,763+101.4% |
| Participant deferral / active EE | $8,669 | $5,910+46.7% | $5,047+71.7% | $5,983+44.9% |
| Admin fee / account holder | $4,390 | $11,742-62.6% | $8,930-50.8% | $11,252-61.0% |