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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 | $207,884 | $115,814+79.5% | $101,275+105.3% | $158,982+30.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.00% | 56.16%-40.2pp | 46.48%-30.5pp | 302.99%-287.0pp |
| Employer contribution / active EE | $6,428 | $4,176+53.9% | $3,660+75.6% | $4,763+35.0% |
| Participant deferral / active EE | $9,459 | $4,958+90.8% | $4,371+116.4% | $5,983+58.1% |
| Admin fee / account holder | $4,777 | $7,249-34.1% | $5,948-19.7% | $11,252-57.5% |