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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 | $140,645 | $100,073+40.5% | $85,126+65.2% | $145,877-3.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 84.11%-72.1pp | 66.63%-54.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,924 | $3,236+21.3% | $2,731+43.7% | $4,663-15.8% |
| Participant deferral / active EE | $4,710 | $5,294-11.0% | $4,523+4.1% | $6,691-29.6% |
| Admin fee / account holder | $123,607 | $7,261+1602.3% | $6,160+1906.5% | $13,402+822.3% |