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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 | $242,361 | $77,908+211.1% | $149,696+61.9% | $75,173+222.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.00% | 31.73%-12.7pp | 134.46%-115.5pp | 160.72%-141.7pp |
| Employer contribution / active EE | $3,383 | $3,138+7.8% | $4,821-29.8% | $2,671+26.7% |
| Participant deferral / active EE | $8,463 | $3,411+148.1% | $5,682+48.9% | $4,126+105.1% |
| Admin fee / account holder | $4,372 | $5,950-26.5% | $13,212-66.9% | $5,651-22.6% |