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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 | $211,547 | $115,814+82.7% | $101,275+108.9% | $158,982+33.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.13% | 56.16%-43.0pp | 46.48%-33.3pp | 302.99%-289.9pp |
| Employer contribution / active EE | $21,697 | $4,176+419.6% | $3,660+492.8% | $4,763+355.6% |
| Participant deferral / active EE | $11,445 | $4,958+130.8% | $4,371+161.9% | $5,983+91.3% |
| Admin fee / account holder | $1,543 | $7,249-78.7% | $5,948-74.1% | $11,252-86.3% |