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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 | $210,514 | $72,071+192.1% | $68,368+207.9% | $137,256+53.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.22% | 353.14%-334.9pp | 292.57%-274.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,854 | $2,788+38.3% | $2,649+45.5% | $4,156-7.3% |
| Participant deferral / active EE | $4,950 | $4,410+12.2% | $4,123+20.1% | $6,407-22.7% |
| Admin fee / account holder | $6,720 | $5,336+25.9% | $5,150+30.5% | $12,270-45.2% |