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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 | $245,320 | $148,629+65.1% | $135,982+80.4% | $139,487+75.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.87% | 79.33%-65.5pp | 68.32%-54.5pp | 373.84%-360.0pp |
| Employer contribution / active EE | $2,756 | $5,247-47.5% | $4,859-43.3% | $4,755-42.0% |
| Participant deferral / active EE | $10,579 | $8,102+30.6% | $7,760+36.3% | $6,713+57.6% |
| Admin fee / account holder | $61,300 | $12,406+394.1% | $10,767+469.3% | $11,407+437.4% |