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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 | $224,834 | $99,921+125.0% | $85,009+164.5% | $145,959+54.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.48% | 83.89%-65.4pp | 66.47%-48.0pp | 561.95%-543.5pp |
| Employer contribution / active EE | $6,680 | $3,233+106.6% | $2,728+144.8% | $4,661+43.3% |
| Participant deferral / active EE | $19,270 | $5,293+264.1% | $4,522+326.2% | $6,689+188.1% |
| Admin fee / account holder | $23,667 | $7,252+226.4% | $6,153+284.7% | $13,398+76.6% |