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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 | $234,594 | $154,209+52.1% | $130,062+80.4% | $139,487+68.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.67% | 32.52%-22.8pp | -137.37%+147.0pp | 373.84%-364.2pp |
| Employer contribution / active EE | $8,362 | $5,292+58.0% | $4,322+93.5% | $4,755+75.9% |
| Participant deferral / active EE | $8,629 | $6,709+28.6% | $5,821+48.2% | $6,713+28.5% |
| Admin fee / account holder | $3,611 | $13,988-74.2% | $10,601-65.9% | $11,407-68.3% |