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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 | $99,995+148.4% | $85,063+192.0% | $145,978+70.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.07% | 83.99%-71.9pp | 66.54%-54.5pp | 550.52%-538.4pp |
| Employer contribution / active EE | $6,427 | $3,231+98.9% | $2,727+135.7% | $4,662+37.9% |
| Participant deferral / active EE | $10,850 | $5,295+104.9% | $4,523+139.9% | $6,690+62.2% |
| Admin fee / account holder | $5,382 | $7,255-25.8% | $6,155-12.6% | $13,400-59.8% |