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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 | $232,562 | $73,546+216.2% | $63,018+269.0% | $147,586+57.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.98% | 175.56%-163.6pp | 87.62%-75.6pp | 578.59%-566.6pp |
| Employer contribution / active EE | $5,017 | $3,324+50.9% | $2,761+81.7% | $4,876+2.9% |
| Participant deferral / active EE | $2,885 | $4,185-31.1% | $3,330-13.4% | $5,439-47.0% |
| Admin fee / account holder | $3,737 | $5,956-37.3% | $3,601+3.8% | $10,886-65.7% |