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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 | $194,756 | $100,792+93.2% | $86,691+124.7% | $134,509+44.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 2.10% | 29.08%-27.0pp | 35.94%-33.8pp | 418.13%-416.0pp |
| Employer contribution / active EE | $6,574 | $3,491+88.3% | $2,837+131.7% | $4,741+38.7% |
| Participant deferral / active EE | $6,987 | $5,339+30.9% | $4,656+50.1% | $6,400+9.2% |
| Admin fee / account holder | $27,340 | $10,924+150.3% | $7,492+264.9% | $11,427+139.3% |