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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 | $205,221 | $95,601+114.7% | $77,183+165.9% | $139,456+47.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.23% | 54.96%-39.7pp | 37.89%-22.7pp | 373.45%-358.2pp |
| Employer contribution / active EE | $13,916 | $3,145+342.5% | $2,534+449.3% | $4,753+192.8% |
| Participant deferral / active EE | $12,815 | $4,623+177.2% | $3,833+234.3% | $6,711+90.9% |
| Admin fee / account holder | $25,480 | $8,302+206.9% | $5,475+365.4% | $11,407+123.4% |