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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 | $237,009 | $100,139+136.7% | $85,187+178.2% | $145,884+62.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 84.15%-73.9pp | 66.67%-56.4pp | 551.85%-541.6pp |
| Employer contribution / active EE | $5,218 | $3,238+61.2% | $2,732+91.0% | $4,662+11.9% |
| Participant deferral / active EE | $15,444 | $5,296+191.6% | $4,525+241.3% | $6,690+130.9% |
| Admin fee / account holder | $1,124 | $7,262-84.5% | $6,162-81.8% | $13,392-91.6% |