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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 | $233,481 | $112,131+108.2% | $95,964+143.3% | $158,982+46.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.42% | 171.19%-157.8pp | 91.64%-78.2pp | 302.99%-289.6pp |
| Employer contribution / active EE | $14,148 | $3,199+342.2% | $2,541+456.7% | $4,763+197.0% |
| Participant deferral / active EE | $5,383 | $4,784+12.5% | $4,167+29.2% | $5,983-10.0% |
| Admin fee / account holder | $1,765 | $10,136-82.6% | $6,797-74.0% | $11,252-84.3% |