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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 | $229,521 | $118,877+93.1% | $96,570+137.7% | $167,536+37.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.86% | 50.50%-32.6pp | 37.79%-19.9pp | 478.82%-461.0pp |
| Employer contribution / active EE | $2,176 | $3,121-30.3% | $2,357-7.7% | $4,839-55.0% |
| Participant deferral / active EE | $1,438 | $4,617-68.9% | $3,849-62.6% | $6,342-77.3% |
| Admin fee / account holder | $11,675 | $8,069+44.7% | $6,182+88.8% | $12,315-5.2% |