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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 | $228,219 | $77,419+194.8% | $69,461+228.6% | $152,885+49.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.13% | 39.07%-31.9pp | 28.97%-21.8pp | 345.39%-338.3pp |
| Employer contribution / active EE | $9,940 | $3,315+199.8% | $2,779+257.6% | $4,763+108.7% |
| Participant deferral / active EE | $7,064 | $4,414+60.1% | $3,536+99.8% | $5,851+20.7% |
| Admin fee / account holder | $23,628 | $6,207+280.7% | $3,840+515.4% | $11,598+103.7% |