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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 | $67,352+266.2% | $60,899+305.0% | $134,509+83.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 17.17% | 49.99%-32.8pp | 16.92%+0.2pp | 418.13%-401.0pp |
| Employer contribution / active EE | $7,936 | $3,098+156.2% | $2,702+193.7% | $4,741+67.4% |
| Participant deferral / active EE | $8,481 | $4,539+86.8% | $3,817+122.2% | $6,400+32.5% |
| Admin fee / account holder | $766 | $4,585-83.3% | $3,225-76.3% | $11,427-93.3% |