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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 | $241,558 | $99,053+143.9% | $88,179+173.9% | $138,895+73.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 10.97% | 78.17%-67.2pp | 64.97%-54.0pp | 145.39%-134.4pp |
| Employer contribution / active EE | $7,732 | $2,882+168.3% | $2,549+203.3% | $4,194+84.4% |
| Participant deferral / active EE | $2,659 | $5,225-49.1% | $4,614-42.4% | $6,396-58.4% |
| Admin fee / account holder | $6,110 | $8,748-30.2% | $7,673-20.4% | $12,562-51.4% |