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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 | $229,488 | $211,288+8.6% | $178,540+28.5% | $145,884+57.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.78% | 30.27%-17.5pp | 27.15%-14.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $46,000 | $4,574+905.7% | $3,953+1063.7% | $4,662+886.6% |
| Participant deferral / active EE | $23,000 | $6,967+230.2% | $6,281+266.2% | $6,690+243.8% |
| Admin fee / account holder | $2,978 | $12,105-75.4% | $10,424-71.4% | $13,392-77.8% |