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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 | $225,974 | $101,063+123.6% | $81,473+177.4% | $147,586+53.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.72% | 32.41%-13.7pp | 38.78%-20.1pp | 578.59%-559.9pp |
| Employer contribution / active EE | $15,144 | $3,206+372.5% | $2,568+489.8% | $4,876+210.6% |
| Participant deferral / active EE | $18,500 | $4,242+336.1% | $3,537+423.1% | $5,439+240.2% |
| Admin fee / account holder | $5,459 | $5,812-6.1% | $4,561+19.7% | $10,886-49.9% |