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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 | $248,371 | $100,073+148.2% | $85,126+191.8% | $145,877+70.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.07% | 84.11%-72.0pp | 66.63%-54.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $6,427 | $3,236+98.6% | $2,731+135.3% | $4,663+37.8% |
| Participant deferral / active EE | $10,850 | $5,294+104.9% | $4,523+139.9% | $6,691+62.2% |
| Admin fee / account holder | $5,382 | $7,261-25.9% | $6,160-12.6% | $13,402-59.8% |