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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 | $211,992 | $137,414+54.3% | $189,537+11.8% | $85,847+146.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.12% | 38.14%-25.0pp | 555.34%-542.2pp | 318.61%-305.5pp |
| Employer contribution / active EE | $6,264 | $4,344+44.2% | $6,161+1.7% | $2,565+144.2% |
| Participant deferral / active EE | $5,579 | $6,260-10.9% | $8,220-32.1% | $3,952+41.2% |
| Admin fee / account holder | $2,733 | $8,630-68.3% | $12,048-77.3% | $6,261-56.3% |