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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 | $126,113+92.2% | $116,096+108.7% | $155,188+56.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 14.53% | 391.72%-377.2pp | 326.25%-311.7pp | 148.84%-134.3pp |
| Employer contribution / active EE | $6,483 | $2,672+142.6% | $2,503+158.9% | $4,248+52.6% |
| Participant deferral / active EE | $5,873 | $4,162+41.1% | $3,952+48.6% | $6,531-10.1% |
| Admin fee / account holder | $1,352 | $8,045-83.2% | $7,704-82.5% | $14,480-90.7% |