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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 | $211,567 | $117,846+79.5% | $102,434+106.5% | $145,884+45.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 31.90%-12.7pp | 29.46%-10.2pp | 551.85%-532.6pp |
| Employer contribution / active EE | $7,122 | $3,615+97.0% | $3,023+135.6% | $4,662+52.8% |
| Participant deferral / active EE | $23,576 | $5,733+311.2% | $5,055+366.4% | $6,690+252.4% |
| Admin fee / account holder | $1,573 | $13,356-88.2% | $9,462-83.4% | $13,392-88.3% |