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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 | $241,856 | $141,001+71.5% | $112,228+115.5% | $139,487+73.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.80% | 32.75%-14.0pp | 30.23%-11.4pp | 373.84%-355.0pp |
| Employer contribution / active EE | $12,208 | $4,285+184.9% | $3,432+255.8% | $4,755+156.8% |
| Participant deferral / active EE | $9,095 | $5,877+54.7% | $4,800+89.5% | $6,713+35.5% |
| Admin fee / account holder | $6,304 | $9,959-36.7% | $7,752-18.7% | $11,407-44.7% |