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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 | $247,860 | $102,385+142.1% | $147,080+68.5% | $80,935+206.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.44% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $4,623 | $3,717+24.4% | $4,933-6.3% | $2,757+67.7% |
| Participant deferral / active EE | $8,407 | $6,651+26.4% | $8,066+4.2% | $4,299+95.5% |
| Admin fee / account holder | $3,817 | $7,951-52.0% | $12,989-70.6% | $6,924-44.9% |