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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 | $214,057 | $100,262+113.5% | $81,370+163.1% | $145,897+46.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.57% | 34.52%-19.0pp | 24.85%-9.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $3,371 | $2,979+13.2% | $2,464+36.8% | $4,663-27.7% |
| Participant deferral / active EE | $8,309 | $4,612+80.2% | $3,885+113.9% | $6,689+24.2% |
| Admin fee / account holder | $49,791 | $8,163+510.0% | $5,749+766.0% | $13,390+271.8% |