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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 | $229,557 | $96,643+137.5% | $86,617+165.0% | $139,456+64.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.24% | 106.57%-87.3pp | 591.91%-572.7pp | 373.45%-354.2pp |
| Employer contribution / active EE | $24,474 | $3,264+649.7% | $3,023+709.5% | $4,753+415.0% |
| Participant deferral / active EE | $18,898 | $4,835+290.9% | $4,437+325.9% | $6,711+181.6% |
| Admin fee / account holder | $923 | $6,406-85.6% | $5,613-83.6% | $11,407-91.9% |