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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 | $232,125 | $127,296+82.4% | $109,907+111.2% | $167,536+38.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.56% | 22.97%-9.4pp | 29.46%-15.9pp | 478.82%-465.3pp |
| Employer contribution / active EE | $4,539 | $3,325+36.5% | $2,844+59.6% | $4,839-6.2% |
| Participant deferral / active EE | $15,975 | $4,513+254.0% | $4,047+294.8% | $6,342+151.9% |
| Admin fee / account holder | $17,695 | $7,119+148.6% | $6,069+191.6% | $12,315+43.7% |