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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 | $199,411 | $118,875+67.7% | $96,572+106.5% | $167,553+19.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.71% | 50.50%-33.8pp | 37.79%-21.1pp | 478.89%-462.2pp |
| Employer contribution / active EE | $2,709 | $3,121-13.2% | $2,357+14.9% | $4,840-44.0% |
| Participant deferral / active EE | $4,955 | $4,617+7.3% | $3,850+28.7% | $6,343-21.9% |
| Admin fee / account holder | $2,126 | $8,070-73.7% | $6,183-65.6% | $12,316-82.7% |