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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 | $240,002 | $115,225+108.3% | $100,712+138.3% | $138,895+72.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.09% | 40.35%-27.3pp | 33.27%-20.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,717 | $2,771+34.1% | $2,313+60.7% | $4,194-11.4% |
| Participant deferral / active EE | $4,857 | $4,699+3.4% | $4,085+18.9% | $6,396-24.1% |
| Admin fee / account holder | $167,418 | $10,844+1443.9% | $9,256+1708.7% | $12,562+1232.7% |