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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 | $238,527 | $81,696+192.0% | $70,494+238.4% | $158,982+50.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.92% | 208.70%-186.8pp | 109.16%-87.2pp | 302.99%-281.1pp |
| Employer contribution / active EE | $15,844 | $3,220+392.1% | $2,738+478.6% | $4,763+232.7% |
| Participant deferral / active EE | $5,281 | $4,558+15.9% | $3,711+42.3% | $5,983-11.7% |
| Admin fee / account holder | $4,765 | $6,200-23.1% | $3,848+23.8% | $11,252-57.6% |