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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 | $140,919 | $81,643+72.6% | $70,462+100.0% | $158,950-11.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.61% | 208.51%-199.9pp | 109.08%-100.5pp | 302.91%-294.3pp |
| Employer contribution / active EE | $10,747 | $3,218+234.0% | $2,737+292.6% | $4,762+125.7% |
| Participant deferral / active EE | $13,875 | $4,555+204.6% | $3,710+274.0% | $5,983+131.9% |
| Admin fee / account holder | $9,914 | $6,194+60.1% | $3,845+157.8% | $11,248-11.9% |