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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 | $222,886 | $108,942+104.6% | $100,415+122.0% | $145,897+52.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.11% | 58.27%-45.2pp | 49.47%-36.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,921 | $4,422-11.3% | $3,943-0.6% | $4,663-15.9% |
| Participant deferral / active EE | $17,094 | $8,461+102.0% | $8,091+111.3% | $6,689+155.5% |
| Admin fee / account holder | $1,292 | $9,702-86.7% | $7,906-83.7% | $13,390-90.4% |