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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 | $100,203+124.4% | $85,240+163.8% | $145,897+54.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.48% | 84.28%-65.8pp | 66.75%-48.3pp | 552.29%-533.8pp |
| Employer contribution / active EE | $6,680 | $3,242+106.1% | $2,735+144.2% | $4,663+43.3% |
| Participant deferral / active EE | $19,270 | $5,299+263.7% | $4,527+325.6% | $6,689+188.1% |
| Admin fee / account holder | $23,667 | $7,265+225.8% | $6,165+283.9% | $13,390+76.7% |