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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 | $162,657 | $115,796+40.5% | $101,264+60.6% | $158,950+2.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.40% | 56.15%-47.8pp | 46.48%-38.1pp | 302.91%-294.5pp |
| Employer contribution / active EE | $2,882 | $4,175-31.0% | $3,660-21.3% | $4,762-39.5% |
| Participant deferral / active EE | $12,539 | $4,958+152.9% | $4,370+186.9% | $5,983+109.6% |
| Admin fee / account holder | $344,471 | $7,247+4653.2% | $5,947+5692.5% | $11,248+2962.4% |