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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 | $249,959 | $110,379+126.5% | $102,412+144.1% | $145,884+71.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.37% | 24.84%-11.5pp | 24.94%-11.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,376 | $4,216-43.7% | $3,870-38.6% | $4,662-49.0% |
| Participant deferral / active EE | $25,510 | $5,622+353.8% | $5,060+404.1% | $6,690+281.3% |
| Admin fee / account holder | $3,330 | $9,745-65.8% | $8,388-60.3% | $13,392-75.1% |