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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 | $240,485 | $110,410+117.8% | $102,437+134.8% | $145,897+64.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.32% | 24.85%-9.5pp | 24.95%-9.6pp | 552.29%-537.0pp |
| Employer contribution / active EE | $5,215 | $4,217+23.7% | $3,871+34.7% | $4,663+11.8% |
| Participant deferral / active EE | $20,238 | $5,622+260.0% | $5,060+300.0% | $6,689+202.6% |
| Admin fee / account holder | $5,405 | $9,745-44.5% | $8,388-35.6% | $13,390-59.6% |