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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 | $248,617 | $110,337+125.3% | $102,383+142.8% | $145,877+70.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.48% | 24.83%-11.4pp | 24.94%-11.5pp | 551.28%-537.8pp |
| Employer contribution / active EE | $7,416 | $4,216+75.9% | $3,870+91.6% | $4,663+59.0% |
| Participant deferral / active EE | $5,750 | $5,621+2.3% | $5,060+13.6% | $6,691-14.1% |
| Admin fee / account holder | $49,135 | $9,750+404.0% | $8,391+485.5% | $13,402+266.6% |