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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 | $212,948 | $103,038+106.7% | $90,324+135.8% | $152,909+39.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.08% | 95.25%-81.2pp | 78.15%-64.1pp | 345.46%-331.4pp |
| Employer contribution / active EE | $22,109 | $3,141+604.0% | $2,856+674.2% | $4,764+364.1% |
| Participant deferral / active EE | $15,338 | $4,282+258.2% | $3,885+294.8% | $5,851+162.1% |
| Admin fee / account holder | $57,530 | $6,177+831.3% | $5,356+974.2% | $11,601+395.9% |