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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 | $180,688 | $102,422+76.4% | $147,117+22.8% | $80,959+123.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.00% | 135.16%-118.2pp | 420.54%-403.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $2,578 | $3,717-30.6% | $4,932-47.7% | $2,757-6.5% |
| Participant deferral / active EE | $12,035 | $6,652+80.9% | $8,065+49.2% | $4,300+179.9% |
| Admin fee / account holder | $4,681 | $7,953-41.1% | $12,993-64.0% | $6,925-32.4% |