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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 | $203,569 | $81,208+150.7% | $98,916+105.8% | $79,858+154.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.89% | 60.99%-48.1pp | 196.45%-183.6pp | 31.72%-18.8pp |
| Employer contribution / active EE | $8,257 | $1,960+321.3% | $2,689+207.0% | $2,471+234.2% |
| Participant deferral / active EE | $9,228 | $3,265+182.6% | $4,245+117.4% | $3,740+146.7% |
| Admin fee / account holder | $11,498 | $6,013+91.2% | $6,642+73.1% | $5,306+116.7% |