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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 | $232,314 | $110,039+111.1% | $97,260+138.9% | $145,884+59.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.11% | 244.44%-229.3pp | 75.54%-60.4pp | 551.85%-536.7pp |
| Employer contribution / active EE | $4,880 | $3,074+58.7% | $2,721+79.3% | $4,662+4.7% |
| Participant deferral / active EE | $1,857 | $4,674-60.3% | $4,262-56.4% | $6,690-72.2% |
| Admin fee / account holder | $17,963 | $6,204+189.6% | $5,640+218.5% | $13,392+34.1% |