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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 | $210,047 | $100,139+109.8% | $85,187+146.6% | $145,884+44.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 84.15%-69.2pp | 66.67%-51.8pp | 551.85%-536.9pp |
| Employer contribution / active EE | $8,148 | $3,238+151.6% | $2,732+198.2% | $4,662+74.8% |
| Participant deferral / active EE | $18,874 | $5,296+256.4% | $4,525+317.1% | $6,690+182.1% |
| Admin fee / account holder | $2,313 | $7,262-68.2% | $6,162-62.5% | $13,392-82.7% |