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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 | $190,410 | $152,619+24.8% | $125,195+52.1% | $152,909+24.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.05% | 54.85%-35.8pp | 43.79%-24.7pp | 345.46%-326.4pp |
| Employer contribution / active EE | $7,501 | $4,947+51.6% | $3,866+94.0% | $4,764+57.5% |
| Participant deferral / active EE | $3,224 | $5,869-45.1% | $4,937-34.7% | $5,851-44.9% |
| Admin fee / account holder | $429 | $13,437-96.8% | $9,704-95.6% | $11,601-96.3% |