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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 | $248,205 | $162,821+52.4% | $133,978+85.3% | $158,982+56.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.46% | 41.95%-29.5pp | 45.10%-32.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $4,695 | $4,976-5.6% | $3,919+19.8% | $4,763-1.4% |
| Participant deferral / active EE | $5,278 | $5,910-10.7% | $5,047+4.6% | $5,983-11.8% |
| Admin fee / account holder | $20,174 | $11,742+71.8% | $8,930+125.9% | $11,252+79.3% |