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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 | $243,733 | $96,965+151.4% | $97,995+148.7% | $147,586+65.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 22.28% | 24.11%-1.8pp | 23.94%-1.7pp | 578.59%-556.3pp |
| Employer contribution / active EE | $71,000 | $4,536+1465.1% | $4,158+1607.5% | $4,876+1356.0% |
| Participant deferral / active EE | $18,000 | $5,081+254.3% | $5,097+253.2% | $5,439+231.0% |
| Admin fee / account holder | $3,347 | $8,120-58.8% | $5,943-43.7% | $10,886-69.3% |