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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 | $197,340 | $70,366+180.5% | $66,674+196.0% | $138,895+42.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.86% | 386.41%-368.5pp | 321.24%-303.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $3,245 | $2,765+17.4% | $2,620+23.9% | $4,194-22.6% |
| Participant deferral / active EE | $3,648 | $4,374-16.6% | $4,084-10.7% | $6,396-43.0% |
| Admin fee / account holder | $19,955 | $5,262+279.2% | $5,098+291.4% | $12,562+58.9% |