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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 | $100,073+124.7% | $85,126+164.1% | $145,877+54.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.48% | 84.11%-65.6pp | 66.63%-48.1pp | 551.28%-532.8pp |
| Employer contribution / active EE | $6,680 | $3,236+106.4% | $2,731+144.6% | $4,663+43.3% |
| Participant deferral / active EE | $19,270 | $5,294+264.0% | $4,523+326.0% | $6,691+188.0% |
| Admin fee / account holder | $23,667 | $7,261+225.9% | $6,160+284.2% | $13,402+76.6% |