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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 | $187,200 | $49,976+274.6% | $66,674+180.8% | $82,637+126.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 14.94% | 39.09%-24.2pp | 321.24%-306.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $11,362 | $1,988+471.5% | $2,620+333.6% | $2,552+345.2% |
| Participant deferral / active EE | $10,257 | $2,847+260.3% | $4,084+151.2% | $4,126+148.6% |
| Admin fee / account holder | $3,684 | $4,594-19.8% | $5,098-27.7% | $7,339-49.8% |