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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 | $241,200 | $157,304+53.3% | $141,197+70.8% | $152,909+57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.67% | 64.34%-42.7pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $9,640 | $5,263+83.2% | $4,736+103.5% | $4,764+102.3% |
| Participant deferral / active EE | $8,604 | $7,111+21.0% | $6,710+28.2% | $5,851+47.0% |
| Admin fee / account holder | $3,027 | $12,126-75.0% | $10,265-70.5% | $11,601-73.9% |