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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 | $212,605 | $110,410+92.6% | $102,437+107.5% | $145,897+45.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $7,660 | $4,217+81.6% | $3,871+97.9% | $4,663+64.3% |
| Participant deferral / active EE | $3,597 | $5,622-36.0% | $5,060-28.9% | $6,689-46.2% |
| Admin fee / account holder | $36,075 | $9,745+270.2% | $8,388+330.1% | $13,390+169.4% |