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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 | $217,432 | $176,402+23.3% | $134,162+62.1% | $158,966+36.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.93% | 63.66%-51.7pp | 36.35%-24.4pp | 302.95%-291.0pp |
| Employer contribution / active EE | $6,619 | $5,042+31.3% | $3,705+78.7% | $4,762+39.0% |
| Participant deferral / active EE | $7,333 | $4,093+79.2% | $3,500+109.5% | $5,983+22.6% |
| Admin fee / account holder | $20,084 | $8,719+130.3% | $6,685+200.4% | $11,250+78.5% |