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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 | $245,217 | $51,638+374.9% | $68,368+258.7% | $82,448+197.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.88% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $8,982 | $2,047+338.9% | $2,649+239.1% | $2,551+252.1% |
| Participant deferral / active EE | $14,682 | $2,914+403.9% | $4,123+256.1% | $4,139+254.7% |
| Admin fee / account holder | $4,497 | $4,643-3.1% | $5,150-12.7% | $7,234-37.8% |