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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 | $241,925 | $118,919+103.4% | $88,538+173.2% | $152,870+58.3% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 25.74% | 47.92%-22.2pp | 43.64%-17.9pp | 345.34%-319.6pp |
| Employer contribution / active EE | $3,756 | $2,669+40.7% | $2,098+79.0% | $4,763-21.1% |
| Participant deferral / active EE | $4,558 | $3,549+28.5% | $2,914+56.4% | $5,850-22.1% |
| Admin fee / account holder | $303 | $5,876-94.8% | $4,310-93.0% | $11,597-97.4% |