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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 | $102,385+118.8% | $147,080+52.3% | $80,935+176.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.41% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.2pp |
| Employer contribution / active EE | $3,179 | $3,717-14.5% | $4,933-35.6% | $2,757+15.3% |
| Participant deferral / active EE | $4,766 | $6,651-28.3% | $8,066-40.9% | $4,299+10.8% |
| Admin fee / account holder | $14,361 | $7,951+80.6% | $12,989+10.6% | $6,924+107.4% |