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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 | $211,149 | $70,366+200.1% | $66,674+216.7% | $138,895+52.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.33% | 386.41%-369.1pp | 321.24%-303.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $5,896 | $2,765+113.2% | $2,620+125.0% | $4,194+40.6% |
| Participant deferral / active EE | $12,780 | $4,374+192.2% | $4,084+212.9% | $6,396+99.8% |
| Admin fee / account holder | $15,037 | $5,262+185.7% | $5,098+195.0% | $12,562+19.7% |