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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 | $220,757 | $105,200+109.8% | $159,474+38.4% | $85,847+157.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.49% | 45.08%-27.6pp | 263.68%-246.2pp | 318.61%-301.1pp |
| Employer contribution / active EE | $1,735 | $3,319-47.7% | $4,831-64.1% | $2,565-32.4% |
| Participant deferral / active EE | $7,636 | $5,946+28.4% | $7,353+3.8% | $3,952+93.2% |
| Admin fee / account holder | $10,682 | $6,934+54.0% | $10,802-1.1% | $6,261+70.6% |