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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 | $203,504 | $100,203+103.1% | $85,240+138.7% | $145,897+39.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 84.28%-75.5pp | 66.75%-58.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $9,973 | $3,242+207.6% | $2,735+264.6% | $4,663+113.9% |
| Participant deferral / active EE | $13,622 | $5,299+157.1% | $4,527+200.9% | $6,689+103.6% |
| Admin fee / account holder | $145,064 | $7,265+1896.7% | $6,165+2253.1% | $13,390+983.3% |