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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 | $243,971 | $70,366+246.7% | $66,674+265.9% | $138,895+75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.22% | 386.41%-371.2pp | 321.24%-306.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $4,959 | $2,765+79.4% | $2,620+89.3% | $4,194+18.2% |
| Participant deferral / active EE | $11,582 | $4,374+164.8% | $4,084+183.6% | $6,396+81.1% |
| Admin fee / account holder | $49,322 | $5,262+837.2% | $5,098+867.5% | $12,562+292.6% |