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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 | $200,074 | $115,796+72.8% | $101,264+97.6% | $158,950+25.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 56.15%-39.6pp | 46.48%-29.9pp | 302.91%-286.3pp |
| Employer contribution / active EE | $2,221 | $4,175-46.8% | $3,660-39.3% | $4,762-53.4% |
| Participant deferral / active EE | $6,500 | $4,958+31.1% | $4,370+48.7% | $5,983+8.6% |
| Admin fee / account holder | $1,584 | $7,247-78.1% | $5,947-73.4% | $11,248-85.9% |