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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 | $210,804 | $107,941+95.3% | $91,994+129.1% | $152,897+37.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 28.07% | 89.28%-61.2pp | 69.04%-41.0pp | 345.43%-317.4pp |
| Employer contribution / active EE | $1,443 | $4,212-65.7% | $3,453-58.2% | $4,764-69.7% |
| Participant deferral / active EE | $1,952 | $6,366-69.3% | $5,924-67.1% | $5,851-66.6% |
| Admin fee / account holder | $11,135 | $10,521+5.8% | $7,744+43.8% | $11,599-4.0% |