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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 | $201,852 | $124,346+62.3% | $111,308+81.3% | $167,536+20.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 57.69% | 37.45%+20.2pp | 54.67%+3.0pp | 478.82%-421.1pp |
| Employer contribution / active EE | $2,326 | $3,437-32.3% | $2,732-14.9% | $4,839-51.9% |
| Participant deferral / active EE | $10,624 | $5,182+105.0% | $4,487+136.7% | $6,342+67.5% |
| Admin fee / account holder | $881 | $10,621-91.7% | $7,965-88.9% | $12,315-92.8% |