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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 | $193,776 | $105,210+84.2% | $159,487+21.5% | $85,851+125.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.32% | 45.08%-28.8pp | 263.71%-247.4pp | 318.63%-302.3pp |
| Employer contribution / active EE | $3,229 | $3,319-2.7% | $4,831-33.2% | $2,565+25.9% |
| Participant deferral / active EE | $8,812 | $5,946+48.2% | $7,354+19.8% | $3,952+122.9% |
| Admin fee / account holder | $4,454 | $6,934-35.8% | $10,804-58.8% | $6,261-28.9% |