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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 | $209,294 | $102,638+103.9% | $81,991+155.3% | $158,966+31.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 6.98% | 61.05%-54.1pp | 41.31%-34.3pp | 302.95%-296.0pp |
| Employer contribution / active EE | $14,434 | $3,241+345.4% | $2,498+477.7% | $4,762+203.1% |
| Participant deferral / active EE | $8,855 | $4,649+90.5% | $3,722+137.9% | $5,983+48.0% |
| Admin fee / account holder | $1,357 | $8,237-83.5% | $5,665-76.0% | $11,250-87.9% |