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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 | $237,196 | $124,330+90.8% | $109,173+117.3% | $167,536+41.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.94% | 26.04%-14.1pp | 25.75%-13.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $4,040 | $4,209-4.0% | $3,723+8.5% | $4,839-16.5% |
| Participant deferral / active EE | $8,667 | $5,256+64.9% | $4,654+86.2% | $6,342+36.6% |
| Admin fee / account holder | $53,715 | $7,974+573.6% | $6,755+695.2% | $12,315+336.2% |