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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 | $241,980 | $72,071+235.7% | $68,368+253.9% | $137,256+76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.49% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,832 | $2,788-34.3% | $2,649-30.9% | $4,156-55.9% |
| Participant deferral / active EE | $24,550 | $4,410+456.7% | $4,123+495.5% | $6,407+283.2% |
| Admin fee / account holder | $3,663 | $5,336-31.3% | $5,150-28.9% | $12,270-70.1% |