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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 | $216,475 | $102,393+111.4% | $147,041+47.2% | $80,911+167.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.24% | 134.95%-122.7pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $2,688 | $3,715-27.6% | $4,935-45.5% | $2,756-2.5% |
| Participant deferral / active EE | $8,873 | $6,647+33.5% | $8,071+9.9% | $4,297+106.5% |
| Admin fee / account holder | $17,125 | $7,943+115.6% | $13,006+31.7% | $6,935+147.0% |