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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 | $246,848 | $114,119+116.3% | $107,187+130.3% | $138,895+77.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.84% | 273.21%-258.4pp | 204.55%-189.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $28,643 | $4,059+605.7% | $3,782+657.3% | $4,194+582.9% |
| Participant deferral / active EE | $4,884 | $5,538-11.8% | $5,096-4.2% | $6,396-23.6% |
| Admin fee / account holder | $6,351 | $10,024-36.6% | $9,162-30.7% | $12,562-49.4% |