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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 | $118,695+68.9% | $98,916+102.7% | $158,950+26.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.04% | 372.39%-364.4pp | 196.45%-188.4pp | 302.91%-294.9pp |
| Employer contribution / active EE | $21,521 | $3,333+545.6% | $2,689+700.3% | $4,762+351.9% |
| Participant deferral / active EE | $11,787 | $5,088+131.6% | $4,245+177.7% | $5,983+97.0% |
| Admin fee / account holder | $208,865 | $10,132+1961.4% | $6,642+3044.5% | $11,248+1756.8% |