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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 | $215,368 | $127,790+68.5% | $106,554+102.1% | $167,553+28.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.99% | 33.88%-22.9pp | 26.80%-15.8pp | 478.89%-467.9pp |
| Employer contribution / active EE | $23,077 | $3,427+573.3% | $2,819+718.5% | $4,840+376.8% |
| Participant deferral / active EE | $11,581 | $5,088+127.6% | $4,398+163.3% | $6,343+82.6% |
| Admin fee / account holder | $108,128 | $11,231+862.8% | $7,408+1359.5% | $12,316+777.9% |