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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 | $65,142 | $172,111-62.2% | $150,298-56.7% | $137,256-52.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.94% | 69.37%-56.4pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $7,536 | $4,636+62.5% | $4,154+81.4% | $4,156+81.3% |
| Participant deferral / active EE | $8,573 | $6,166+39.0% | $5,453+57.2% | $6,407+33.8% |
| Admin fee / account holder | $182,724 | $16,471+1009.4% | $14,116+1194.5% | $12,270+1389.2% |