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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 | $188,483 | $125,190+50.6% | $105,624+78.4% | $145,897+29.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.43% | 225.22%-204.8pp | 116.20%-95.8pp | 552.29%-531.9pp |
| Employer contribution / active EE | $5,215 | $3,720+40.2% | $3,168+64.6% | $4,663+11.9% |
| Participant deferral / active EE | $12,486 | $5,716+118.4% | $5,013+149.1% | $6,689+86.7% |
| Admin fee / account holder | $3,515 | $17,138-79.5% | $10,961-67.9% | $13,390-73.7% |