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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 | $237,178 | $162,785+45.7% | $133,959+77.1% | $158,950+49.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.43% | 41.94%-34.5pp | 45.09%-37.7pp | 302.91%-295.5pp |
| Employer contribution / active EE | $2,819 | $4,975-43.3% | $3,919-28.1% | $4,762-40.8% |
| Participant deferral / active EE | $7,252 | $5,910+22.7% | $5,047+43.7% | $5,983+21.2% |
| Admin fee / account holder | $65,160 | $11,738+455.1% | $8,928+629.8% | $11,248+479.3% |