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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 | $231,591 | $129,737+78.5% | $119,126+94.4% | $154,746+49.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.25% | 379.08%-360.8pp | 282.11%-263.9pp | 172.34%-154.1pp |
| Employer contribution / active EE | $11,765 | $4,375+168.9% | $4,034+191.7% | $4,379+168.7% |
| Participant deferral / active EE | $7,938 | $5,842+35.9% | $5,318+49.3% | $6,730+17.9% |
| Admin fee / account holder | $3,799 | $11,961-68.2% | $10,693-64.5% | $14,365-73.6% |