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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 | $114,013+119.2% | $103,693+141.0% | $155,188+61.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.69% | 49.31%-34.6pp | 47.61%-32.9pp | 148.84%-134.1pp |
| Employer contribution / active EE | $10,451 | $3,131+233.8% | $2,920+257.9% | $4,248+146.0% |
| Participant deferral / active EE | $3,495 | $4,970-29.7% | $4,579-23.7% | $6,531-46.5% |
| Admin fee / account holder | $9,538 | $8,407+13.5% | $7,858+21.4% | $14,480-34.1% |