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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 | $236,335 | $101,618+132.6% | $93,063+154.0% | $137,256+72.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.81% | 223.95%-210.1pp | 34.15%-20.3pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,722 | $2,707+37.5% | $2,476+50.3% | $4,156-10.4% |
| Participant deferral / active EE | $8,234 | $4,279+92.4% | $3,958+108.0% | $6,407+28.5% |
| Admin fee / account holder | $36,976 | $6,198+496.5% | $6,033+512.9% | $12,270+201.3% |