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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 | $169,457 | $115,814+46.3% | $101,275+67.3% | $158,982+6.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.50% | 56.16%-46.7pp | 46.48%-37.0pp | 302.99%-293.5pp |
| Employer contribution / active EE | $14,304 | $4,176+242.5% | $3,660+290.8% | $4,763+200.3% |
| Participant deferral / active EE | $12,811 | $4,958+158.4% | $4,371+193.1% | $5,983+114.1% |
| Admin fee / account holder | $1,353 | $7,249-81.3% | $5,948-77.3% | $11,252-88.0% |