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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 | $248,514 | $102,393+142.7% | $147,041+69.0% | $80,911+207.1% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 12.89% | 134.95%-122.1pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $2,041 | $3,715-45.1% | $4,935-58.6% | $2,756-25.9% |
| Participant deferral / active EE | $7,160 | $6,647+7.7% | $8,071-11.3% | $4,297+66.6% |
| Admin fee / account holder | $12,113 | $7,943+52.5% | $13,006-6.9% | $6,935+74.7% |