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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 | $193,741 | $70,366+175.3% | $66,674+190.6% | $138,895+39.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.13% | 386.41%-369.3pp | 321.24%-304.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $24,627 | $2,765+790.6% | $2,620+839.9% | $4,194+487.2% |
| Participant deferral / active EE | $20,622 | $4,374+371.5% | $4,084+404.9% | $6,396+222.4% |
| Admin fee / account holder | $2,263 | $5,262-57.0% | $5,098-55.6% | $12,562-82.0% |