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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 | $231,126 | $115,225+100.6% | $100,712+129.5% | $138,895+66.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.14% | 40.35%-23.2pp | 33.27%-16.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $19,129 | $2,771+590.3% | $2,313+727.2% | $4,194+356.1% |
| Participant deferral / active EE | $10,799 | $4,699+129.8% | $4,085+164.3% | $6,396+68.8% |
| Admin fee / account holder | $1,476 | $10,844-86.4% | $9,256-84.1% | $12,562-88.2% |