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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 | $249,897 | $70,366+255.1% | $66,674+274.8% | $138,895+79.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.69% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $10,451 | $2,765+278.0% | $2,620+298.9% | $4,194+149.2% |
| Participant deferral / active EE | $3,495 | $4,374-20.1% | $4,084-14.4% | $6,396-45.4% |
| Admin fee / account holder | $9,538 | $5,262+81.2% | $5,098+87.1% | $12,562-24.1% |