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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 | $238,953 | $115,814+106.3% | $101,275+135.9% | $158,982+50.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.75% | 56.16%-45.4pp | 46.48%-35.7pp | 302.99%-292.2pp |
| Employer contribution / active EE | $7,418 | $4,176+77.7% | $3,660+102.7% | $4,763+55.8% |
| Participant deferral / active EE | $8,653 | $4,958+74.5% | $4,371+98.0% | $5,983+44.6% |
| Admin fee / account holder | $2,298 | $7,249-68.3% | $5,948-61.4% | $11,252-79.6% |