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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 | $191,353 | $152,619+25.4% | $125,195+52.8% | $152,909+25.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.28% | 54.85%-42.6pp | 43.79%-31.5pp | 345.46%-333.2pp |
| Employer contribution / active EE | $1,784 | $4,947-63.9% | $3,866-53.8% | $4,764-62.5% |
| Participant deferral / active EE | $7,603 | $5,869+29.5% | $4,937+54.0% | $5,851+29.9% |
| Admin fee / account holder | $44,287 | $13,437+229.6% | $9,704+356.4% | $11,601+281.8% |