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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 | $232,089 | $88,702+161.7% | $81,780+183.8% | $145,978+59.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.12% | 1029.12%-1013.0pp | 776.27%-760.2pp | 550.52%-534.4pp |
| Employer contribution / active EE | $3,498 | $3,084+13.4% | $2,914+20.0% | $4,662-25.0% |
| Participant deferral / active EE | $8,569 | $4,645+84.5% | $4,321+98.3% | $6,690+28.1% |
| Admin fee / account holder | $1,925 | $8,414-77.1% | $7,384-73.9% | $13,400-85.6% |