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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 | $207,523 | $101,618+104.2% | $93,063+123.0% | $137,256+51.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.54% | 223.95%-211.4pp | 34.15%-21.6pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,831 | $2,707+41.5% | $2,476+54.7% | $4,156-7.8% |
| Participant deferral / active EE | $11,293 | $4,279+163.9% | $3,958+185.3% | $6,407+76.3% |
| Admin fee / account holder | $1,908 | $6,198-69.2% | $6,033-68.4% | $12,270-84.5% |