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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 | $232,185 | $162,529+42.9% | $130,788+77.5% | $154,746+50.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.94% | 510.48%-495.5pp | 386.44%-371.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $46,125 | $4,447+937.1% | $3,558+1196.4% | $4,379+953.3% |
| Participant deferral / active EE | $7,833 | $4,808+62.9% | $4,137+89.3% | $6,730+16.4% |
| Admin fee / account holder | $2,804 | $7,669-63.4% | $6,673-58.0% | $14,365-80.5% |