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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 | $156,281 | $106,923+46.2% | $84,023+86.0% | $152,909+2.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.74% | 105.02%-81.3pp | 71.32%-47.6pp | 345.46%-321.7pp |
| Employer contribution / active EE | $18,411 | $2,735+573.1% | $1,984+828.0% | $4,764+286.5% |
| Participant deferral / active EE | $21,000 | $4,013+423.3% | $3,239+548.3% | $5,851+258.9% |
| Admin fee / account holder | $1,906 | $8,289-77.0% | $6,102-68.8% | $11,601-83.6% |