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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 | $248,975 | $124,346+100.2% | $111,308+123.7% | $167,536+48.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.12% | 37.45%-17.3pp | 54.67%-34.5pp | 478.82%-458.7pp |
| Employer contribution / active EE | $14,649 | $3,437+326.2% | $2,732+436.2% | $4,839+202.7% |
| Participant deferral / active EE | $17,720 | $5,182+242.0% | $4,487+294.9% | $6,342+179.4% |
| Admin fee / account holder | $1,513 | $10,621-85.8% | $7,965-81.0% | $12,315-87.7% |