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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 | $200,628 | $115,917+73.1% | $100,535+99.6% | $158,982+26.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.58% | 34.80%-21.2pp | 30.90%-17.3pp | 302.99%-289.4pp |
| Employer contribution / active EE | $23,769 | $4,105+479.0% | $3,419+595.3% | $4,763+399.1% |
| Participant deferral / active EE | $15,299 | $6,677+129.1% | $6,271+143.9% | $5,983+155.7% |
| Admin fee / account holder | $3,050 | $11,002-72.3% | $8,085-62.3% | $11,252-72.9% |