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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 | $240,421 | $116,203+106.9% | $93,621+156.8% | $152,909+57.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 15.58% | 35.96%-20.4pp | 32.76%-17.2pp | 345.46%-329.9pp |
| Employer contribution / active EE | $7,133 | $3,219+121.6% | $2,719+162.4% | $4,764+49.7% |
| Participant deferral / active EE | $8,119 | $4,605+76.3% | $4,070+99.5% | $5,851+38.7% |
| Admin fee / account holder | $1,442 | $10,751-86.6% | $7,890-81.7% | $11,601-87.6% |