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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 | $247,534 | $183,592+34.8% | $155,567+59.1% | $145,959+69.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.97% | 61.24%-44.3pp | 64.74%-47.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $10,082 | $5,315+89.7% | $4,674+115.7% | $4,661+116.3% |
| Participant deferral / active EE | $6,635 | $6,464+2.6% | $5,628+17.9% | $6,689-0.8% |
| Admin fee / account holder | $7,142 | $19,318-63.0% | $15,916-55.1% | $13,398-46.7% |