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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 | $138,507 | $112,935+22.6% | $90,970+52.3% | $158,966-12.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 26.79% | 215.79%-189.0pp | 134.58%-107.8pp | 302.95%-276.2pp |
| Employer contribution / active EE | $23,176 | $2,895+700.7% | $2,122+991.9% | $4,762+386.6% |
| Participant deferral / active EE | $24,637 | $4,129+496.7% | $3,373+630.3% | $5,983+311.8% |
| Admin fee / account holder | $831 | $8,045-89.7% | $5,960-86.1% | $11,250-92.6% |