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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 | $242,927 | $91,179+166.4% | $178,499+36.1% | $79,852+204.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.09% | 24.19%-9.1pp | 151.10%-136.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $4,817 | $3,256+48.0% | $5,011-3.9% | $2,471+94.9% |
| Participant deferral / active EE | $6,001 | $3,236+85.5% | $5,202+15.4% | $3,740+60.4% |
| Admin fee / account holder | $55,724 | $6,749+725.7% | $13,986+298.4% | $5,306+950.2% |