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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 | $227,195 | $115,225+97.2% | $100,712+125.6% | $138,895+63.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.01% | 40.35%-24.3pp | 33.27%-17.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $12,445 | $2,771+349.1% | $2,313+438.1% | $4,194+196.7% |
| Participant deferral / active EE | $13,891 | $4,699+195.6% | $4,085+240.0% | $6,396+117.2% |
| Admin fee / account holder | $1,402 | $10,844-87.1% | $9,256-84.9% | $12,562-88.8% |