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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 | $230,876 | $112,121+105.9% | $95,960+140.6% | $158,966+45.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.79% | 171.16%-155.4pp | 91.63%-75.8pp | 302.95%-287.2pp |
| Employer contribution / active EE | $17,100 | $3,199+434.5% | $2,541+572.9% | $4,762+259.1% |
| Participant deferral / active EE | $21,667 | $4,784+352.9% | $4,167+420.0% | $5,983+262.1% |
| Admin fee / account holder | $917 | $10,135-90.9% | $6,797-86.5% | $11,250-91.8% |