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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 | $233,543 | $157,296+48.5% | $141,191+65.4% | $152,897+52.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.97% | 64.34%-40.4pp | 71.41%-47.4pp | 345.43%-321.5pp |
| Employer contribution / active EE | $1,546 | $5,262-70.6% | $4,736-67.4% | $4,764-67.6% |
| Participant deferral / active EE | $6,618 | $7,111-6.9% | $6,710-1.4% | $5,851+13.1% |
| Admin fee / account holder | $67,396 | $12,125+455.8% | $10,264+556.6% | $11,599+481.0% |