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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 | $241,971 | $124,425+94.5% | $112,040+116.0% | $137,256+76.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.43% | 24.72%-4.3pp | 24.52%-4.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $22,078 | $3,411+547.2% | $2,954+647.4% | $4,156+431.2% |
| Participant deferral / active EE | $10,078 | $5,718+76.2% | $5,098+97.7% | $6,407+57.3% |
| Admin fee / account holder | $6,233 | $15,207-59.0% | $12,098-48.5% | $12,270-49.2% |