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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 | $102,450 | $51,638+98.4% | $68,368+49.9% | $82,448+24.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 18.58% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $22,105 | $2,047+980.1% | $2,649+734.5% | $2,551+766.5% |
| Participant deferral / active EE | $20,729 | $2,914+611.5% | $4,123+402.8% | $4,139+400.8% |
| Admin fee / account holder | $2,549 | $4,643-45.1% | $5,150-50.5% | $7,234-64.8% |