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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 | $235,844 | $115,814+103.6% | $101,275+132.9% | $158,982+48.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.89% | 56.16%-43.3pp | 46.48%-33.6pp | 302.99%-290.1pp |
| Employer contribution / active EE | $2,541 | $4,176-39.1% | $3,660-30.6% | $4,763-46.6% |
| Participant deferral / active EE | $4,518 | $4,958-8.9% | $4,371+3.4% | $5,983-24.5% |
| Admin fee / account holder | $5,171 | $7,249-28.7% | $5,948-13.1% | $11,252-54.0% |