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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 | $189,939 | $77,419+145.3% | $69,461+173.4% | $152,885+24.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.49% | 39.07%-33.6pp | 28.97%-23.5pp | 345.39%-339.9pp |
| Employer contribution / active EE | $18,362 | $3,315+453.9% | $2,779+560.6% | $4,763+285.5% |
| Participant deferral / active EE | $7,600 | $4,414+72.2% | $3,536+114.9% | $5,851+29.9% |
| Admin fee / account holder | $470 | $6,207-92.4% | $3,840-87.8% | $11,598-95.9% |