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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 | $200,517 | $121,677+64.8% | $104,625+91.7% | $158,966+26.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.90% | 465.58%-449.7pp | 340.60%-324.7pp | 302.95%-287.1pp |
| Employer contribution / active EE | $12,621 | $3,165+298.8% | $2,681+370.7% | $4,762+165.0% |
| Participant deferral / active EE | $11,432 | $4,175+173.8% | $3,738+205.9% | $5,983+91.1% |
| Admin fee / account holder | $1,658 | $7,777-78.7% | $6,465-74.4% | $11,250-85.3% |