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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 | $218,199 | $109,344+99.6% | $89,400+144.1% | $158,950+37.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.62% | 345.73%-333.1pp | 245.64%-233.0pp | 302.91%-290.3pp |
| Employer contribution / active EE | $5,483 | $3,170+72.9% | $2,586+112.0% | $4,762+15.1% |
| Participant deferral / active EE | $9,857 | $4,599+114.3% | $3,890+153.4% | $5,983+64.8% |
| Admin fee / account holder | $5,799 | $6,154-5.8% | $4,882+18.8% | $11,248-48.4% |