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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 | $239,475 | $118,708+101.7% | $98,920+142.1% | $158,966+50.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.43% | 372.49%-363.1pp | 196.47%-187.0pp | 302.95%-293.5pp |
| Employer contribution / active EE | $6,920 | $3,334+107.6% | $2,689+157.3% | $4,762+45.3% |
| Participant deferral / active EE | $9,095 | $5,089+78.7% | $4,245+114.3% | $5,983+52.0% |
| Admin fee / account holder | $865 | $10,134-91.5% | $6,643-87.0% | $11,250-92.3% |