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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 | $236,725 | $152,619+55.1% | $125,195+89.1% | $152,909+54.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.09% | 54.85%-37.8pp | 43.79%-26.7pp | 345.46%-328.4pp |
| Employer contribution / active EE | $10,385 | $4,947+109.9% | $3,866+168.6% | $4,764+118.0% |
| Participant deferral / active EE | $9,811 | $5,869+67.2% | $4,937+98.7% | $5,851+67.7% |
| Admin fee / account holder | $927 | $13,437-93.1% | $9,704-90.4% | $11,601-92.0% |