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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 | $247,208 | $109,411+125.9% | $89,435+176.4% | $158,982+55.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.13% | 345.68%-335.5pp | 245.55%-235.4pp | 302.99%-292.9pp |
| Employer contribution / active EE | $14,410 | $3,173+354.2% | $2,587+457.0% | $4,763+202.5% |
| Participant deferral / active EE | $12,024 | $4,600+161.4% | $3,890+209.1% | $5,983+100.9% |
| Admin fee / account holder | $1,094 | $6,159-82.2% | $4,884-77.6% | $11,252-90.3% |