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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 | $210,491 | $115,810+81.8% | $101,271+107.8% | $158,966+32.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.17% | 56.15%-34.0pp | 46.48%-24.3pp | 302.95%-280.8pp |
| Employer contribution / active EE | $12,524 | $4,175+199.9% | $3,660+242.2% | $4,762+163.0% |
| Participant deferral / active EE | $8,562 | $4,958+72.7% | $4,371+95.9% | $5,983+43.1% |
| Admin fee / account holder | $1,607 | $7,248-77.8% | $5,948-73.0% | $11,250-85.7% |