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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 | $247,724 | $115,810+113.9% | $101,271+144.6% | $158,966+55.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.16% | 56.15%-44.0pp | 46.48%-34.3pp | 302.95%-290.8pp |
| Employer contribution / active EE | $1,216 | $4,175-70.9% | $3,660-66.8% | $4,762-74.5% |
| Participant deferral / active EE | $6,615 | $4,958+33.4% | $4,371+51.4% | $5,983+10.6% |
| Admin fee / account holder | $7,114 | $7,248-1.9% | $5,948+19.6% | $11,250-36.8% |