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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 | $229,616 | $102,422+124.2% | $147,117+56.1% | $80,959+183.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.35% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $4,131 | $3,717+11.1% | $4,932-16.2% | $2,757+49.8% |
| Participant deferral / active EE | $11,998 | $6,652+80.4% | $8,065+48.8% | $4,300+179.0% |
| Admin fee / account holder | $3,391 | $7,953-57.4% | $12,993-73.9% | $6,925-51.0% |