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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 | $224,067 | $102,422+118.8% | $147,117+52.3% | $80,959+176.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.41% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,179 | $3,717-14.5% | $4,932-35.5% | $2,757+15.3% |
| Participant deferral / active EE | $4,766 | $6,652-28.4% | $8,065-40.9% | $4,300+10.8% |
| Admin fee / account holder | $14,361 | $7,953+80.6% | $12,993+10.5% | $6,925+107.4% |