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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 | $240,002 | $156,616+53.2% | $133,346+80.0% | $198,609+20.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 13.09% | 44.25%-31.2pp | 36.85%-23.8pp | 202.70%-189.6pp |
| Employer contribution / active EE | $3,717 | $3,368+10.4% | $2,853+30.3% | $5,055-26.5% |
| Participant deferral / active EE | $4,857 | $4,920-1.3% | $4,332+12.1% | $6,977-30.4% |
| Admin fee / account holder | $167,418 | $17,468+858.4% | $14,264+1073.7% | $19,030+779.7% |