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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 | $246,290 | $70,366+250.0% | $66,674+269.4% | $138,895+77.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.61% | 386.41%-366.8pp | 321.24%-301.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $7,469 | $2,765+170.1% | $2,620+185.1% | $4,194+78.1% |
| Participant deferral / active EE | $12,332 | $4,374+181.9% | $4,084+202.0% | $6,396+92.8% |
| Admin fee / account holder | $1,307 | $5,262-75.2% | $5,098-74.4% | $12,562-89.6% |