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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 | $235,054 | $109,327+115.0% | $89,391+163.0% | $158,931+47.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.42% | 345.68%-333.3pp | 245.62%-233.2pp | 302.86%-290.4pp |
| Employer contribution / active EE | $2,633 | $3,170-16.9% | $2,586+1.8% | $4,761-44.7% |
| Participant deferral / active EE | $9,727 | $4,598+111.5% | $3,890+150.1% | $5,982+62.6% |
| Admin fee / account holder | $15,520 | $6,153+152.2% | $4,881+217.9% | $11,247+38.0% |