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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 | $246,768 | $124,346+98.5% | $111,308+121.7% | $167,536+47.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.75% | 37.45%-22.7pp | 54.67%-39.9pp | 478.82%-464.1pp |
| Employer contribution / active EE | $1,426 | $3,437-58.5% | $2,732-47.8% | $4,839-70.5% |
| Participant deferral / active EE | $2,577 | $5,182-50.3% | $4,487-42.6% | $6,342-59.4% |
| Admin fee / account holder | $13,797 | $10,621+29.9% | $7,965+73.2% | $12,315+12.0% |