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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 | $240,607 | $96,524+149.3% | $75,900+217.0% | $152,909+57.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 24.26% | 33.93%-9.7pp | 30.73%-6.5pp | 345.46%-321.2pp |
| Employer contribution / active EE | $4,271 | $3,311+29.0% | $2,501+70.8% | $4,764-10.4% |
| Participant deferral / active EE | $9,531 | $4,554+109.3% | $3,604+164.5% | $5,851+62.9% |
| Admin fee / account holder | $5,734 | $8,082-29.1% | $5,421+5.8% | $11,601-50.6% |