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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 | $232,813 | $112,121+107.6% | $95,960+142.6% | $158,966+46.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.08% | 171.16%-160.1pp | 91.63%-80.6pp | 302.95%-291.9pp |
| Employer contribution / active EE | $700 | $3,199-78.1% | $2,541-72.4% | $4,762-85.3% |
| Participant deferral / active EE | $7,260 | $4,784+51.7% | $4,167+74.2% | $5,983+21.3% |
| Admin fee / account holder | $586 | $10,135-94.2% | $6,797-91.4% | $11,250-94.8% |