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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 | $178,952 | $102,638+74.4% | $81,991+118.3% | $158,966+12.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 16.95% | 61.05%-44.1pp | 41.31%-24.4pp | 302.95%-286.0pp |
| Employer contribution / active EE | $30,173 | $3,241+831.0% | $2,498+1107.7% | $4,762+533.6% |
| Participant deferral / active EE | $15,100 | $4,649+224.8% | $3,722+305.7% | $5,983+152.4% |
| Admin fee / account holder | $960 | $8,237-88.3% | $5,665-83.1% | $11,250-91.5% |