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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 | $249,271 | $183,539+35.8% | $155,556+60.2% | $145,897+70.9% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 44.35% | 61.31%-17.0pp | 64.84%-20.5pp | 552.29%-507.9pp |
| Employer contribution / active EE | $1,244 | $5,315-76.6% | $4,675-73.4% | $4,663-73.3% |
| Participant deferral / active EE | $2,824 | $6,467-56.3% | $5,631-49.9% | $6,689-57.8% |
| Admin fee / account holder | $41,780 | $19,275+116.8% | $15,885+163.0% | $13,390+212.0% |