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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 | $232,928 | $115,796+101.2% | $101,264+130.0% | $158,950+46.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.34% | 56.15%-46.8pp | 46.48%-37.1pp | 302.91%-293.6pp |
| Employer contribution / active EE | $1,541 | $4,175-63.1% | $3,660-57.9% | $4,762-67.6% |
| Participant deferral / active EE | $2,740 | $4,958-44.7% | $4,370-37.3% | $5,983-54.2% |
| Admin fee / account holder | $12,162 | $7,247+67.8% | $5,947+104.5% | $11,248+8.1% |