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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 | $174,242 | $81,696+113.3% | $70,494+147.2% | $158,982+9.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.23% | 208.70%-191.5pp | 109.16%-91.9pp | 302.99%-285.8pp |
| Employer contribution / active EE | $5,915 | $3,220+83.7% | $2,738+116.0% | $4,763+24.2% |
| Participant deferral / active EE | $12,270 | $4,558+169.2% | $3,711+230.7% | $5,983+105.1% |
| Admin fee / account holder | $1,014 | $6,200-83.6% | $3,848-73.6% | $11,252-91.0% |