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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 | $215,330 | $136,214+58.1% | $98,775+118.0% | $167,536+28.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 11.67% | 67.53%-55.9pp | 49.92%-38.2pp | 478.82%-467.1pp |
| Employer contribution / active EE | $5,227 | $2,631+98.6% | $2,067+152.8% | $4,839+8.0% |
| Participant deferral / active EE | $4,154 | $3,716+11.8% | $3,035+36.9% | $6,342-34.5% |
| Admin fee / account holder | $10,153 | $5,031+101.8% | $4,076+149.1% | $12,315-17.6% |