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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 | $238,003 | $183,592+29.6% | $155,574+53.0% | $145,877+63.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.92% | 61.37%-44.5pp | 64.87%-47.9pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,874 | $5,317-64.8% | $4,676-59.9% | $4,663-59.8% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,691+203.9% |
| Admin fee / account holder | $2,362 | $19,316-87.8% | $15,914-85.2% | $13,402-82.4% |