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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 | $212,521 | $100,911+110.6% | $90,440+135.0% | $158,966+33.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.36% | 1726.62%-1716.3pp | 1294.38%-1284.0pp | 302.95%-292.6pp |
| Employer contribution / active EE | $3,310 | $3,690-10.3% | $3,263+1.4% | $4,762-30.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,963 | $6,507+114.6% | $5,615+148.7% | $11,250+24.1% |