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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 | $213,576 | $112,131+90.5% | $95,964+122.6% | $158,982+34.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.83% | 171.19%-150.4pp | 91.64%-70.8pp | 302.99%-282.2pp |
| Employer contribution / active EE | $1,745 | $3,199-45.4% | $2,541-31.3% | $4,763-63.4% |
| Participant deferral / active EE | $4,711 | $4,784-1.5% | $4,167+13.1% | $5,983-21.3% |
| Admin fee / account holder | $2,278 | $10,136-77.5% | $6,797-66.5% | $11,252-79.8% |