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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 | $246,388 | $115,814+112.7% | $101,275+143.3% | $158,982+55.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.34% | 56.16%-47.8pp | 46.48%-38.1pp | 302.99%-294.7pp |
| Employer contribution / active EE | $20,103 | $4,176+381.4% | $3,660+449.3% | $4,763+322.1% |
| Participant deferral / active EE | $10,230 | $4,958+106.3% | $4,371+134.1% | $5,983+71.0% |
| Admin fee / account holder | $44,904 | $7,249+519.5% | $5,948+654.9% | $11,252+299.1% |