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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 | $189,459 | $60,119+215.1% | $90,414+109.5% | $79,860+137.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.05% | 71.94%-59.9pp | 1293.19%-1281.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $2,940 | $2,068+42.2% | $3,262-9.9% | $2,471+19.0% |
| Participant deferral / active EE | $6,101 | $2,938+107.7% | $3,963+54.0% | $3,740+63.1% |
| Admin fee / account holder | $708 | $3,976-82.2% | $5,611-87.4% | $5,306-86.7% |