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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 | $236,991 | $97,125+144.0% | $86,233+174.8% | $137,256+72.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.71% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $15,816 | $2,841+456.6% | $2,504+531.5% | $4,156+280.5% |
| Participant deferral / active EE | $15,337 | $5,180+196.1% | $4,559+236.4% | $6,407+139.4% |
| Admin fee / account holder | $1,932 | $9,725-80.1% | $8,342-76.8% | $12,270-84.3% |