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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 | $245,998 | $103,000+138.8% | $90,300+172.4% | $152,885+60.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.64% | 95.19%-74.6pp | 78.11%-57.5pp | 345.39%-324.7pp |
| Employer contribution / active EE | $3,493 | $3,138+11.3% | $2,854+22.4% | $4,763-26.7% |
| Participant deferral / active EE | $8,332 | $4,281+94.7% | $3,884+114.5% | $5,851+42.4% |
| Admin fee / account holder | $1,966 | $6,173-68.2% | $5,353-63.3% | $11,598-83.1% |