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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 | $221,325 | $132,634+66.9% | $115,768+91.2% | $137,256+61.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.78% | 160.70%-140.9pp | 100.46%-80.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $9,461 | $3,360+181.6% | $2,940+221.8% | $4,156+127.6% |
| Participant deferral / active EE | $7,530 | $5,619+34.0% | $4,917+53.2% | $6,407+17.5% |
| Admin fee / account holder | $1,118 | $15,028-92.6% | $12,439-91.0% | $12,270-90.9% |