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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 | $208,299 | $111,814+86.3% | $103,374+101.5% | $145,959+42.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.51% | 24.77%-9.3pp | 24.89%-9.4pp | 561.95%-546.4pp |
| Employer contribution / active EE | $4,120 | $4,214-2.2% | $3,869+6.5% | $4,661-11.6% |
| Participant deferral / active EE | $30,500 | $5,618+442.9% | $5,058+503.0% | $6,689+356.0% |
| Admin fee / account holder | $1,443 | $9,754-85.2% | $8,394-82.8% | $13,398-89.2% |