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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 | $215,769 | $124,346+73.5% | $111,308+93.8% | $167,536+28.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 21.19% | 37.45%-16.3pp | 54.67%-33.5pp | 478.82%-457.6pp |
| Employer contribution / active EE | $6,635 | $3,437+93.0% | $2,732+142.9% | $4,839+37.1% |
| Participant deferral / active EE | $11,175 | $5,182+115.7% | $4,487+149.0% | $6,342+76.2% |
| Admin fee / account holder | $2,534 | $10,621-76.1% | $7,965-68.2% | $12,315-79.4% |