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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 | $208,973 | $127,296+64.2% | $109,907+90.1% | $167,536+24.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.54% | 22.97%-10.4pp | 29.46%-16.9pp | 478.82%-466.3pp |
| Employer contribution / active EE | $4,433 | $3,325+33.3% | $2,844+55.9% | $4,839-8.4% |
| Participant deferral / active EE | $8,620 | $4,513+91.0% | $4,047+113.0% | $6,342+35.9% |
| Admin fee / account holder | $5,710 | $7,119-19.8% | $6,069-5.9% | $12,315-53.6% |