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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 | $246,525 | $176,402+39.8% | $134,162+83.8% | $158,982+55.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 29.47% | 63.66%-34.2pp | 36.35%-6.9pp | 302.99%-273.5pp |
| Employer contribution / active EE | $997 | $5,042-80.2% | $3,705-73.1% | $4,763-79.1% |
| Participant deferral / active EE | $9,080 | $4,093+121.9% | $3,500+159.5% | $5,983+51.8% |
| Admin fee / account holder | $1,868 | $8,719-78.6% | $6,685-72.1% | $11,252-83.4% |