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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 | $247,516 | $100,139+147.2% | $85,187+190.6% | $145,884+69.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.90% | 84.15%-65.3pp | 66.67%-47.8pp | 551.85%-532.9pp |
| Employer contribution / active EE | $4,857 | $3,238+50.0% | $2,732+77.7% | $4,662+4.2% |
| Participant deferral / active EE | $17,545 | $5,296+231.3% | $4,525+287.8% | $6,690+162.3% |
| Admin fee / account holder | $2,767 | $7,262-61.9% | $6,162-55.1% | $13,392-79.3% |