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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 | $219,658 | $275,752-20.3% | $256,809-14.5% | $198,609+10.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 66.52% | 34.81%+31.7pp | 32.73%+33.8pp | 202.70%-136.2pp |
| Employer contribution / active EE | $4,800 | $7,721-37.8% | $7,263-33.9% | $5,055-5.1% |
| Participant deferral / active EE | $27,250 | $10,037+171.5% | $9,520+186.2% | $6,977+290.6% |
| Admin fee / account holder | $305 | $25,716-98.8% | $25,146-98.8% | $19,030-98.4% |