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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 | $227,154 | $141,001+61.1% | $112,228+102.4% | $139,487+62.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.41% | 32.75%-17.3pp | 30.23%-14.8pp | 373.84%-358.4pp |
| Employer contribution / active EE | $24,416 | $4,285+469.8% | $3,432+611.5% | $4,755+413.5% |
| Participant deferral / active EE | $15,644 | $5,877+166.2% | $4,800+225.9% | $6,713+133.1% |
| Admin fee / account holder | $2,025 | $9,959-79.7% | $7,752-73.9% | $11,407-82.2% |