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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 | $206,159 | $107,368+92.0% | $92,915+121.9% | $152,909+34.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.93% | 145.64%-127.7pp | 109.45%-91.5pp | 345.46%-327.5pp |
| Employer contribution / active EE | $20,517 | $4,222+385.9% | $3,653+461.6% | $4,764+330.7% |
| Participant deferral / active EE | $14,342 | $4,848+195.8% | $4,238+238.4% | $5,851+145.1% |
| Admin fee / account holder | $2,104 | $7,082-70.3% | $5,796-63.7% | $11,601-81.9% |