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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 | $206,117 | $67,823+203.9% | $52,425+293.2% | $137,256+50.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.50% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,161 | $1,163+171.8% | $914+245.7% | $4,156-24.0% |
| Participant deferral / active EE | $6,495 | $2,288+183.9% | $1,790+262.7% | $6,407+1.4% |
| Admin fee / account holder | $3,494 | $2,844+22.8% | $2,495+40.0% | $12,270-71.5% |