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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 | $248,995 | $105,158+136.8% | $94,672+163.0% | $139,487+78.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.74% | 38.11%-22.4pp | 156.89%-141.2pp | 373.84%-358.1pp |
| Employer contribution / active EE | $2,404 | $4,107-41.5% | $3,673-34.6% | $4,755-49.4% |
| Participant deferral / active EE | $3,021 | $7,599-60.2% | $7,417-59.3% | $6,713-55.0% |
| Admin fee / account holder | $2,289 | $8,972-74.5% | $7,222-68.3% | $11,407-79.9% |