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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 | $195,721 | $124,346+57.4% | $111,308+75.8% | $167,536+16.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.86% | 37.45%-26.6pp | 54.67%-43.8pp | 478.82%-468.0pp |
| Employer contribution / active EE | $19,864 | $3,437+477.9% | $2,732+627.2% | $4,839+310.5% |
| Participant deferral / active EE | $6,900 | $5,182+33.2% | $4,487+53.8% | $6,342+8.8% |
| Admin fee / account holder | $26,202 | $10,621+146.7% | $7,965+229.0% | $12,315+112.8% |