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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 | $235,946 | $102,385+130.4% | $147,080+60.4% | $80,935+191.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.18% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $7,513 | $3,717+102.1% | $4,933+52.3% | $2,757+172.5% |
| Participant deferral / active EE | $8,616 | $6,651+29.5% | $8,066+6.8% | $4,299+100.4% |
| Admin fee / account holder | $951 | $7,951-88.0% | $12,989-92.7% | $6,924-86.3% |