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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 | $202,441 | $112,131+80.5% | $95,964+111.0% | $158,982+27.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.07% | 171.19%-157.1pp | 91.64%-77.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,095 | $3,199-34.5% | $2,541-17.6% | $4,763-56.0% |
| Participant deferral / active EE | $1,918 | $4,784-59.9% | $4,167-54.0% | $5,983-68.0% |
| Admin fee / account holder | $9,938 | $10,136-1.9% | $6,797+46.2% | $11,252-11.7% |