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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 | $241,955 | $129,737+86.5% | $119,126+103.1% | $154,746+56.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.07% | 379.08%-368.0pp | 282.11%-271.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $4,262 | $4,375-2.6% | $4,034+5.7% | $4,379-2.7% |
| Participant deferral / active EE | $31,000 | $5,842+430.7% | $5,318+482.9% | $6,730+360.6% |
| Admin fee / account holder | $4,660 | $11,961-61.0% | $10,693-56.4% | $14,365-67.6% |