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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 | $197,472 | $99,921+97.6% | $85,009+132.3% | $145,959+35.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.44% | 83.89%-74.4pp | 66.47%-57.0pp | 561.95%-552.5pp |
| Employer contribution / active EE | $14,014 | $3,233+333.5% | $2,728+413.7% | $4,661+200.7% |
| Participant deferral / active EE | $6,839 | $5,293+29.2% | $4,522+51.3% | $6,689+2.3% |
| Admin fee / account holder | $2,662 | $7,252-63.3% | $6,153-56.7% | $13,398-80.1% |