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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 | $203,596 | $117,829+72.8% | $102,423+98.8% | $145,877+39.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.52% | 31.83%-9.3pp | 29.42%-6.9pp | 551.28%-528.8pp |
| Employer contribution / active EE | $6,254 | $3,615+73.0% | $3,023+106.9% | $4,663+34.1% |
| Participant deferral / active EE | $14,616 | $5,732+155.0% | $5,054+189.2% | $6,691+118.5% |
| Admin fee / account holder | $1,598 | $13,335-88.0% | $9,455-83.1% | $13,402-88.1% |