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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 | $202,493 | $114,119+77.4% | $107,187+88.9% | $138,895+45.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.44% | 273.21%-257.8pp | 204.55%-189.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $9,232 | $4,059+127.5% | $3,782+144.1% | $4,194+120.1% |
| Participant deferral / active EE | $13,143 | $5,538+137.3% | $5,096+157.9% | $6,396+105.5% |
| Admin fee / account holder | $26,149 | $10,024+160.9% | $9,162+185.4% | $12,562+108.2% |