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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 | $246,613 | $67,396+265.9% | $60,919+304.8% | $134,545+83.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 17.17% | 50.12%-32.9pp | 16.96%+0.2pp | 418.37%-401.2pp |
| Employer contribution / active EE | $7,936 | $3,101+155.9% | $2,704+193.5% | $4,742+67.4% |
| Participant deferral / active EE | $8,481 | $4,534+87.0% | $3,814+122.3% | $6,401+32.5% |
| Admin fee / account holder | $766 | $4,590-83.3% | $3,228-76.3% | $11,431-93.3% |