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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 | $242,227 | $95,580+153.4% | $76,872+215.1% | $139,466+73.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.66% | 55.00%-34.3pp | 37.90%-17.2pp | 373.66%-353.0pp |
| Employer contribution / active EE | $6,818 | $3,145+116.8% | $2,533+169.1% | $4,754+43.4% |
| Participant deferral / active EE | $7,087 | $4,623+53.3% | $3,832+84.9% | $6,712+5.6% |
| Admin fee / account holder | $1,585 | $8,302-80.9% | $5,476-71.1% | $11,409-86.1% |