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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 | $200,835 | $107,030+87.6% | $73,550+173.1% | $147,586+36.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 20.39% | 38.25%-17.9pp | -15.16%+35.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $15,558 | $1,760+783.8% | $1,219+1176.2% | $4,876+219.1% |
| Participant deferral / active EE | $12,048 | $2,458+390.1% | $1,804+567.8% | $5,439+121.5% |
| Admin fee / account holder | $4,334 | $3,055+41.8% | $2,320+86.8% | $10,886-60.2% |