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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 | $245,217 | $61,125+301.2% | $94,057+160.7% | $87,485+180.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.88% | 35.20%-20.3pp | 480.62%-465.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $8,982 | $2,136+320.4% | $2,933+206.2% | $2,596+246.0% |
| Participant deferral / active EE | $14,682 | $3,260+350.4% | $4,709+211.8% | $4,274+243.6% |
| Admin fee / account holder | $4,497 | $5,629-20.1% | $7,244-37.9% | $7,775-42.2% |