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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 | $188,700 | $70,366+168.2% | $66,674+183.0% | $138,895+35.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.56% | 386.41%-368.8pp | 321.24%-303.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,686 | $2,765-2.9% | $2,620+2.5% | $4,194-36.0% |
| Participant deferral / active EE | $4,527 | $4,374+3.5% | $4,084+10.8% | $6,396-29.2% |
| Admin fee / account holder | $11,339 | $5,262+115.5% | $5,098+122.4% | $12,562-9.7% |