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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 | $222,678 | $102,616+117.0% | $81,981+171.6% | $158,931+40.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.98% | 61.05%-50.1pp | 41.31%-30.3pp | 302.86%-291.9pp |
| Employer contribution / active EE | $12,170 | $3,240+275.6% | $2,498+387.2% | $4,761+155.6% |
| Participant deferral / active EE | $6,065 | $4,648+30.5% | $3,722+62.9% | $5,982+1.4% |
| Admin fee / account holder | $4,278 | $8,236-48.1% | $5,664-24.5% | $11,247-62.0% |