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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 | $144,522 | $69,248+108.7% | $64,101+125.5% | $139,466+3.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.10% | 45.95%-30.8pp | 33.72%-18.6pp | 373.66%-358.6pp |
| Employer contribution / active EE | $12,018 | $3,185+277.4% | $2,749+337.2% | $4,754+152.8% |
| Participant deferral / active EE | $6,188 | $4,682+32.1% | $3,881+59.4% | $6,712-7.8% |
| Admin fee / account holder | $1,709 | $4,247-59.8% | $3,070-44.3% | $11,409-85.0% |