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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 | $109,411+114.8% | $89,435+162.8% | $158,982+47.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.42% | 345.68%-333.3pp | 245.55%-233.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $2,633 | $3,173-17.0% | $2,587+1.8% | $4,763-44.7% |
| Participant deferral / active EE | $9,727 | $4,600+111.5% | $3,890+150.0% | $5,983+62.6% |
| Admin fee / account holder | $15,520 | $6,159+152.0% | $4,884+217.7% | $11,252+37.9% |