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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 | $182,678 | $142,426+28.3% | $115,167+58.6% | $152,909+19.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 21.07% | 41.48%-20.4pp | 35.60%-14.5pp | 345.46%-324.4pp |
| Employer contribution / active EE | $7,218 | $4,011+80.0% | $3,179+127.0% | $4,764+51.5% |
| Participant deferral / active EE | $12,500 | $5,165+142.0% | $4,169+199.9% | $5,851+113.6% |
| Admin fee / account holder | $363 | $8,464-95.7% | $7,089-94.9% | $11,601-96.9% |