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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 | $186,118 | $118,869+56.6% | $96,575+92.7% | $167,518+11.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.16% | 50.49%-40.3pp | 37.79%-27.6pp | 478.71%-468.6pp |
| Employer contribution / active EE | $16,925 | $3,120+442.5% | $2,357+618.1% | $4,838+249.8% |
| Participant deferral / active EE | $8,108 | $4,616+75.6% | $3,849+110.7% | $6,342+27.8% |
| Admin fee / account holder | $10,601 | $8,067+31.4% | $6,182+71.5% | $12,312-13.9% |