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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 | $229,558 | $118,708+93.4% | $98,920+132.1% | $158,982+44.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.24% | 372.49%-359.2pp | 196.47%-183.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $9,639 | $3,334+189.1% | $2,689+258.4% | $4,763+102.4% |
| Participant deferral / active EE | $5,791 | $5,089+13.8% | $4,245+36.4% | $5,983-3.2% |
| Admin fee / account holder | $4,366 | $10,134-56.9% | $6,643-34.3% | $11,252-61.2% |