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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 | $237,558 | $106,905+122.2% | $84,020+182.7% | $152,885+55.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.23% | 105.00%-84.8pp | 71.31%-51.1pp | 345.39%-325.2pp |
| Employer contribution / active EE | $10,121 | $2,735+270.1% | $1,984+410.3% | $4,763+112.5% |
| Participant deferral / active EE | $4,973 | $4,012+24.0% | $3,239+53.6% | $5,851-15.0% |
| Admin fee / account holder | $917 | $8,287-88.9% | $6,101-85.0% | $11,598-92.1% |