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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 | $230,472 | $157,296+46.5% | $141,191+63.2% | $152,897+50.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.08% | 64.34%-44.3pp | 71.41%-51.3pp | 345.43%-325.3pp |
| Employer contribution / active EE | $5,200 | $5,262-1.2% | $4,736+9.8% | $4,764+9.2% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $1,837 | $12,125-84.9% | $10,264-82.1% | $11,599-84.2% |