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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 | $179,184 | $152,612+17.4% | $125,192+43.1% | $152,897+17.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.35% | 54.85%-31.5pp | 43.79%-20.4pp | 345.43%-322.1pp |
| Employer contribution / active EE | $27,242 | $4,947+450.7% | $3,866+604.7% | $4,764+471.9% |
| Participant deferral / active EE | $18,767 | $5,868+219.8% | $4,937+280.1% | $5,851+220.7% |
| Admin fee / account holder | $2,195 | $13,437-83.7% | $9,704-77.4% | $11,599-81.1% |