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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 | $209,237 | $100,073+109.1% | $85,126+145.8% | $145,877+43.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 84.11%-72.0pp | 66.63%-54.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $17,861 | $3,236+451.9% | $2,731+554.0% | $4,663+283.1% |
| Participant deferral / active EE | $11,979 | $5,294+126.3% | $4,523+164.8% | $6,691+79.0% |
| Admin fee / account holder | $67,644 | $7,261+831.6% | $6,160+998.1% | $13,402+404.7% |