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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 | $249,304 | $152,619+63.4% | $125,195+99.1% | $152,909+63.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.85% | 54.85%-32.0pp | 43.79%-20.9pp | 345.46%-322.6pp |
| Employer contribution / active EE | $5,544 | $4,947+12.1% | $3,866+43.4% | $4,764+16.4% |
| Participant deferral / active EE | $10,418 | $5,869+77.5% | $4,937+111.0% | $5,851+78.0% |
| Admin fee / account holder | $1,737 | $13,437-87.1% | $9,704-82.1% | $11,601-85.0% |