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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 | $246,271 | $162,821+51.3% | $133,978+83.8% | $158,982+54.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.36% | 41.95%-27.6pp | 45.10%-30.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $7,682 | $4,976+54.4% | $3,919+96.0% | $4,763+61.3% |
| Participant deferral / active EE | $13,056 | $5,910+120.9% | $5,047+158.7% | $5,983+118.2% |
| Admin fee / account holder | $49,607 | $11,742+322.5% | $8,930+455.5% | $11,252+340.9% |