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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 | $228,662 | $115,814+97.4% | $101,275+125.8% | $158,982+43.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.84% | 56.16%-42.3pp | 46.48%-32.6pp | 302.99%-289.2pp |
| Employer contribution / active EE | $2,957 | $4,176-29.2% | $3,660-19.2% | $4,763-37.9% |
| Participant deferral / active EE | $10,324 | $4,958+108.2% | $4,371+136.2% | $5,983+72.5% |
| Admin fee / account holder | $23,745 | $7,249+227.6% | $5,948+299.2% | $11,252+111.0% |