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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 | $247,385 | $115,810+113.6% | $101,271+144.3% | $158,966+55.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.79% | 56.15%-41.4pp | 46.48%-31.7pp | 302.95%-288.2pp |
| Employer contribution / active EE | $6,607 | $4,175+58.2% | $3,660+80.5% | $4,762+38.7% |
| Participant deferral / active EE | $4,006 | $4,958-19.2% | $4,371-8.3% | $5,983-33.0% |
| Admin fee / account holder | $1,774 | $7,248-75.5% | $5,948-70.2% | $11,250-84.2% |