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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 | $238,607 | $116,203+105.3% | $93,621+154.9% | $152,909+56.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.37% | 35.96%-11.6pp | 32.76%-8.4pp | 345.46%-321.1pp |
| Employer contribution / active EE | $6,166 | $3,219+91.5% | $2,719+126.8% | $4,764+29.4% |
| Participant deferral / active EE | $8,715 | $4,605+89.3% | $4,070+114.2% | $5,851+48.9% |
| Admin fee / account holder | $27,370 | $10,751+154.6% | $7,890+246.9% | $11,601+135.9% |