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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 | $181,440 | $77,416+134.4% | $69,464+161.2% | $152,897+18.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.43% | 39.08%-23.6pp | 28.98%-13.5pp | 345.43%-330.0pp |
| Employer contribution / active EE | $10,897 | $3,315+228.8% | $2,779+292.1% | $4,764+128.7% |
| Participant deferral / active EE | $13,409 | $4,413+203.9% | $3,536+279.2% | $5,851+129.2% |
| Admin fee / account holder | $84,027 | $6,208+1253.6% | $3,840+2088.1% | $11,599+624.4% |