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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 | $119,975 | $67,823+76.9% | $52,425+128.9% | $137,256-12.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.75% | 219.11%-201.4pp | 302.12%-284.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,015 | $1,163+245.2% | $914+339.2% | $4,156-3.4% |
| Participant deferral / active EE | $13,038 | $2,288+469.9% | $1,790+628.2% | $6,407+103.5% |
| Admin fee / account holder | $2,005 | $2,844-29.5% | $2,495-19.6% | $12,270-83.7% |