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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 | $181,278 | $129,239+40.3% | $93,419+94.0% | $158,966+14.0% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 11.89% | 118.21%-106.3pp | 78.05%-66.2pp | 302.95%-291.1pp |
| Employer contribution / active EE | $15,737 | $2,711+480.4% | $2,075+658.4% | $4,762+230.4% |
| Participant deferral / active EE | $13,275 | $3,909+239.6% | $3,126+324.7% | $5,983+121.9% |
| Admin fee / account holder | $1,665 | $7,383-77.4% | $5,230-68.2% | $11,250-85.2% |