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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 | $243,379 | $152,619+59.5% | $125,195+94.4% | $152,909+59.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.21% | 54.85%-30.6pp | 43.79%-19.6pp | 345.46%-321.3pp |
| Employer contribution / active EE | $15,864 | $4,947+220.7% | $3,866+310.3% | $4,764+233.0% |
| Participant deferral / active EE | $11,538 | $5,869+96.6% | $4,937+133.7% | $5,851+97.2% |
| Admin fee / account holder | $636 | $13,437-95.3% | $9,704-93.4% | $11,601-94.5% |