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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 | $236,833 | $115,780+104.6% | $101,255+133.9% | $158,931+49.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.03% | 56.14%-48.1pp | 46.48%-38.4pp | 302.86%-294.8pp |
| Employer contribution / active EE | $14,220 | $4,175+240.6% | $3,660+288.6% | $4,761+198.7% |
| Participant deferral / active EE | $10,567 | $4,958+113.1% | $4,370+141.8% | $5,982+76.6% |
| Admin fee / account holder | $1,413 | $7,246-80.5% | $5,946-76.2% | $11,247-87.4% |