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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 | $240,883 | $103,000+133.9% | $90,300+166.8% | $152,885+57.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 35.29% | 95.19%-59.9pp | 78.11%-42.8pp | 345.39%-310.1pp |
| Employer contribution / active EE | $6,482 | $3,138+106.5% | $2,854+127.1% | $4,763+36.1% |
| Participant deferral / active EE | $10,025 | $4,281+134.2% | $3,884+158.1% | $5,851+71.3% |
| Admin fee / account holder | $1,191 | $6,173-80.7% | $5,353-77.8% | $11,598-89.7% |