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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 | $239,484 | $102,422+133.8% | $147,117+62.8% | $80,959+195.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.99% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,246 | $3,717-12.7% | $4,932-34.2% | $2,757+17.7% |
| Participant deferral / active EE | $10,009 | $6,652+50.5% | $8,065+24.1% | $4,300+132.7% |
| Admin fee / account holder | $11,920 | $7,953+49.9% | $12,993-8.3% | $6,925+72.1% |