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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 | $146,344 | $69,252+111.3% | $64,099+128.3% | $139,456+4.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.08% | 45.89%-33.8pp | 33.70%-21.6pp | 373.45%-361.4pp |
| Employer contribution / active EE | $4,267 | $3,184+34.0% | $2,748+55.3% | $4,753-10.2% |
| Participant deferral / active EE | $8,491 | $4,683+81.3% | $3,881+118.7% | $6,711+26.5% |
| Admin fee / account holder | $10,859 | $4,248+155.6% | $3,070+253.7% | $11,407-4.8% |