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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 | $215,444 | $141,004+52.8% | $112,273+91.9% | $139,466+54.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.49% | 32.75%-17.3pp | 30.23%-14.7pp | 373.66%-358.2pp |
| Employer contribution / active EE | $13,323 | $4,285+210.9% | $3,431+288.3% | $4,754+180.2% |
| Participant deferral / active EE | $14,348 | $5,878+144.1% | $4,800+198.9% | $6,712+113.8% |
| Admin fee / account holder | $977 | $9,959-90.2% | $7,752-87.4% | $11,409-91.4% |