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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 | $119,143+103.1% | $88,632+173.0% | $152,909+58.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 25.74% | 48.12%-22.4pp | 43.75%-18.0pp | 345.46%-319.7pp |
| Employer contribution / active EE | $3,756 | $2,675+40.4% | $2,101+78.8% | $4,764-21.2% |
| Participant deferral / active EE | $4,558 | $3,555+28.2% | $2,917+56.3% | $5,851-22.1% |
| Admin fee / account holder | $303 | $5,875-94.8% | $4,308-93.0% | $11,601-97.4% |