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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 | $118,349 | $47,479+149.3% | $62,929+88.1% | $82,448+43.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.31% | 20.34%-8.0pp | 1063.93%-1051.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $14,217 | $1,885+654.1% | $2,505+467.7% | $2,551+457.3% |
| Participant deferral / active EE | $2,287 | $2,870-20.3% | $3,888-41.2% | $4,139-44.8% |
| Admin fee / account holder | $2,946 | $3,804-22.6% | $5,065-41.8% | $7,234-59.3% |