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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 | $238,914 | $116,190+105.6% | $93,614+155.2% | $152,885+56.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 27.63% | 35.96%-8.3pp | 32.76%-5.1pp | 345.39%-317.8pp |
| Employer contribution / active EE | $4,980 | $3,219+54.7% | $2,718+83.2% | $4,763+4.6% |
| Participant deferral / active EE | $22,410 | $4,604+386.8% | $4,069+450.7% | $5,851+283.0% |
| Admin fee / account holder | $1,312 | $10,749-87.8% | $7,889-83.4% | $11,598-88.7% |