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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 | $102,429+133.8% | $147,096+62.8% | $80,925+195.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.99% | 135.02%-121.0pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $3,246 | $3,716-12.6% | $4,936-34.2% | $2,756+17.8% |
| Participant deferral / active EE | $10,009 | $6,649+50.5% | $8,071+24.0% | $4,299+132.8% |
| Admin fee / account holder | $11,920 | $7,957+49.8% | $13,005-8.3% | $6,940+71.8% |