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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 | $240,024 | $125,778+90.8% | $114,563+109.5% | $154,746+55.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.45% | 295.14%-277.7pp | 241.09%-223.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $7,723 | $2,806+175.2% | $2,592+197.9% | $4,379+76.4% |
| Participant deferral / active EE | $9,180 | $4,445+106.5% | $4,142+121.6% | $6,730+36.4% |
| Admin fee / account holder | $14,502 | $8,190+77.1% | $7,623+90.2% | $14,365+1.0% |