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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 | $241,961 | $53,837+349.4% | $75,714+219.6% | $85,847+181.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 15.75% | 24.54%-8.8pp | 104.62%-88.9pp | 318.61%-302.9pp |
| Employer contribution / active EE | $3,558 | $2,017+76.4% | $2,744+29.7% | $2,565+38.7% |
| Participant deferral / active EE | $5,202 | $2,895+79.6% | $3,820+36.2% | $3,952+31.6% |
| Admin fee / account holder | $1,623 | $3,339-51.4% | $3,619-55.1% | $6,261-74.1% |