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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 | $164,020 | $232,540-29.5% | $185,117-11.4% | $147,586+11.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.06% | 43.03%-33.0pp | 40.50%-30.4pp | 578.59%-568.5pp |
| Employer contribution / active EE | $12,488 | $5,195+140.4% | $4,182+198.6% | $4,876+156.1% |
| Participant deferral / active EE | $24,213 | $5,834+315.1% | $5,045+379.9% | $5,439+345.2% |
| Admin fee / account holder | $1,752 | $10,275-83.0% | $8,159-78.5% | $10,886-83.9% |