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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 | $233,839 | $116,360+101.0% | $65,566+256.6% | $139,466+67.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 18.58% | 31.23%-12.7pp | 47.40%-28.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $3,240 | $2,600+24.6% | $1,692+91.5% | $4,754-31.8% |
| Participant deferral / active EE | $23,000 | $4,242+442.2% | $2,832+712.2% | $6,712+242.7% |
| Admin fee / account holder | $1,373 | $6,701-79.5% | $4,114-66.6% | $11,409-88.0% |