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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 | $212,351 | $118,695+78.9% | $98,916+114.7% | $158,950+33.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.89% | 372.39%-355.5pp | 196.45%-179.6pp | 302.91%-286.0pp |
| Employer contribution / active EE | $6,331 | $3,333+89.9% | $2,689+135.4% | $4,762+32.9% |
| Participant deferral / active EE | $11,562 | $5,088+127.2% | $4,245+172.4% | $5,983+93.3% |
| Admin fee / account holder | $1,924 | $10,132-81.0% | $6,642-71.0% | $11,248-82.9% |