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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 | $218,800 | $122,962+77.9% | $71,585+205.6% | $138,895+57.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 9.35% | 37.84%-28.5pp | 59.26%-49.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $4,990 | $2,620+90.5% | $1,669+199.1% | $4,194+19.0% |
| Participant deferral / active EE | $24,694 | $4,311+472.8% | $2,923+744.7% | $6,396+286.1% |
| Admin fee / account holder | $90,142 | $6,488+1289.3% | $4,712+1813.2% | $12,562+617.6% |