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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 | $217,534 | $105,856+105.5% | $90,161+141.3% | $147,586+47.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.72% | 37.63%-15.9pp | 34.89%-13.2pp | 578.59%-556.9pp |
| Employer contribution / active EE | $25,858 | $4,126+526.7% | $3,318+679.3% | $4,876+430.3% |
| Participant deferral / active EE | $16,000 | $5,733+179.1% | $5,287+202.6% | $5,439+194.2% |
| Admin fee / account holder | $1,682 | $8,046-79.1% | $5,943-71.7% | $10,886-84.5% |