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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 | $208,581 | $100,203+108.2% | $85,240+144.7% | $145,897+43.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.96% | 84.28%-65.3pp | 66.75%-47.8pp | 552.29%-533.3pp |
| Employer contribution / active EE | $8,487 | $3,242+161.8% | $2,735+210.3% | $4,663+82.0% |
| Participant deferral / active EE | $19,125 | $5,299+261.0% | $4,527+322.5% | $6,689+185.9% |
| Admin fee / account holder | $2,850 | $7,265-60.8% | $6,165-53.8% | $13,390-78.7% |