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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 | $230,942 | $755,339-69.4% | $379,746-39.2% | $158,982+45.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 16.52% | 53.41%-36.9pp | 34.90%-18.4pp | 302.99%-286.5pp |
| Employer contribution / active EE | $10,817 | $4,685+130.9% | $3,540+205.6% | $4,763+127.1% |
| Participant deferral / active EE | $15,667 | $7,938+97.4% | $6,024+160.1% | $5,983+161.8% |
| Admin fee / account holder | $19,353 | $14,482+33.6% | $7,927+144.1% | $11,252+72.0% |