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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 | $100,073+108.4% | $85,126+145.0% | $145,877+43.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.96% | 84.11%-65.2pp | 66.63%-47.7pp | 551.28%-532.3pp |
| Employer contribution / active EE | $8,487 | $3,236+162.2% | $2,731+210.7% | $4,663+82.0% |
| Participant deferral / active EE | $19,125 | $5,294+261.2% | $4,523+322.8% | $6,691+185.9% |
| Admin fee / account holder | $2,850 | $7,261-60.8% | $6,160-53.7% | $13,402-78.7% |