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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 | $248,341 | $110,379+125.0% | $102,412+142.5% | $145,884+70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $25,702 | $4,216+509.6% | $3,870+564.1% | $4,662+451.3% |
| Participant deferral / active EE | $8,242 | $5,622+46.6% | $5,060+62.9% | $6,690+23.2% |
| Admin fee / account holder | $12,169 | $9,745+24.9% | $8,388+45.1% | $13,392-9.1% |