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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 | $242,330 | $102,938+135.4% | $94,105+157.5% | $138,895+74.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 14.53% | 250.28%-235.8pp | 204.55%-190.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $6,483 | $2,732+137.3% | $2,504+158.8% | $4,194+54.6% |
| Participant deferral / active EE | $5,873 | $4,196+40.0% | $3,881+51.3% | $6,396-8.2% |
| Admin fee / account holder | $1,352 | $6,600-79.5% | $6,199-78.2% | $12,562-89.2% |