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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 | $244,864 | $124,346+96.9% | $111,308+120.0% | $167,536+46.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.15% | 37.45%-21.3pp | 54.67%-38.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $2,596 | $3,437-24.5% | $2,732-5.0% | $4,839-46.4% |
| Participant deferral / active EE | $1,891 | $5,182-63.5% | $4,487-57.9% | $6,342-70.2% |
| Admin fee / account holder | $6,106 | $10,621-42.5% | $7,965-23.3% | $12,315-50.4% |