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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 | $210,032 | $228,395-8.0% | $185,861+13.0% | $158,982+32.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.77% | 40.82%-29.0pp | 35.96%-24.2pp | 302.99%-291.2pp |
| Employer contribution / active EE | $31,875 | $4,968+541.7% | $4,088+679.7% | $4,763+569.2% |
| Participant deferral / active EE | $4,447 | $6,417-30.7% | $5,634-21.1% | $5,983-25.7% |
| Admin fee / account holder | $907 | $11,869-92.4% | $9,503-90.5% | $11,252-91.9% |