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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 | $220,514 | $109,967+100.5% | $97,197+126.9% | $145,877+51.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.36% | 244.27%-231.9pp | 75.47%-63.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,070 | $3,077-32.7% | $2,723-24.0% | $4,663-55.6% |
| Participant deferral / active EE | $11,323 | $4,676+142.1% | $4,263+165.6% | $6,691+69.2% |
| Admin fee / account holder | $2,172 | $6,199-65.0% | $5,637-61.5% | $13,402-83.8% |