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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 | $241,980 | $157,829+53.3% | $136,867+76.8% | $198,609+21.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.49% | 51.25%-36.8pp | 42.97%-28.5pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,832 | $3,923-53.3% | $3,547-48.4% | $5,055-63.8% |
| Participant deferral / active EE | $24,550 | $5,463+349.4% | $4,924+398.6% | $6,977+251.9% |
| Admin fee / account holder | $3,663 | $11,107-67.0% | $10,340-64.6% | $19,030-80.8% |