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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 | $214,364 | $103,000+108.1% | $90,300+137.4% | $152,885+40.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.16% | 95.19%-69.0pp | 78.11%-52.0pp | 345.39%-319.2pp |
| Employer contribution / active EE | $5,159 | $3,138+64.4% | $2,854+80.7% | $4,763+8.3% |
| Participant deferral / active EE | $13,544 | $4,281+216.4% | $3,884+248.7% | $5,851+131.5% |
| Admin fee / account holder | $2,928 | $6,173-52.6% | $5,353-45.3% | $11,598-74.8% |