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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 | $222,653 | $103,038+116.1% | $90,324+146.5% | $152,909+45.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.88% | 95.25%-74.4pp | 78.15%-57.3pp | 345.46%-324.6pp |
| Employer contribution / active EE | $5,463 | $3,141+73.9% | $2,856+91.3% | $4,764+14.7% |
| Participant deferral / active EE | $6,153 | $4,282+43.7% | $3,885+58.4% | $5,851+5.2% |
| Admin fee / account holder | $2,857 | $6,177-53.7% | $5,356-46.7% | $11,601-75.4% |