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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 | $245,280 | $102,422+139.5% | $147,117+66.7% | $80,959+203.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.70% | 135.16%-115.5pp | 420.54%-400.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $2,948 | $3,717-20.7% | $4,932-40.2% | $2,757+6.9% |
| Participant deferral / active EE | $10,203 | $6,652+53.4% | $8,065+26.5% | $4,300+137.3% |
| Admin fee / account holder | $7,890 | $7,953-0.8% | $12,993-39.3% | $6,925+13.9% |