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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 | $188,443 | $103,000+83.0% | $90,300+108.7% | $152,885+23.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.78% | 95.19%-75.4pp | 78.11%-58.3pp | 345.39%-325.6pp |
| Employer contribution / active EE | $5,058 | $3,138+61.2% | $2,854+77.2% | $4,763+6.2% |
| Participant deferral / active EE | $14,137 | $4,281+230.2% | $3,884+263.9% | $5,851+141.6% |
| Admin fee / account holder | $892 | $6,173-85.5% | $5,353-83.3% | $11,598-92.3% |