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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 | $245,040 | $115,810+111.6% | $101,271+142.0% | $158,966+54.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.67% | 56.15%-41.5pp | 46.48%-31.8pp | 302.95%-288.3pp |
| Employer contribution / active EE | $9,682 | $4,175+131.9% | $3,660+164.5% | $4,762+103.3% |
| Participant deferral / active EE | $13,727 | $4,958+176.9% | $4,371+214.1% | $5,983+129.4% |
| Admin fee / account holder | $4,069 | $7,248-43.9% | $5,948-31.6% | $11,250-63.8% |