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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 | $205,347 | $183,516+11.9% | $155,534+32.0% | $145,884+40.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.95% | 61.43%-38.5pp | 64.92%-42.0pp | 551.85%-528.9pp |
| Employer contribution / active EE | $70,000 | $5,315+1217.1% | $4,675+1397.4% | $4,662+1401.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,709 | $19,293-80.8% | $15,900-76.7% | $13,392-72.3% |