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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 | $207,539 | $69,274+199.6% | $64,097+223.8% | $139,487+48.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.37% | 46.00%-32.6pp | 33.75%-20.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $4,150 | $3,187+30.2% | $2,750+50.9% | $4,755-12.7% |
| Participant deferral / active EE | $30,000 | $4,685+540.3% | $3,881+672.9% | $6,713+346.9% |
| Admin fee / account holder | $1,717 | $4,247-59.6% | $3,070-44.1% | $11,407-84.9% |