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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 | $208,885 | $110,039+89.8% | $97,260+114.8% | $145,884+43.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.78% | 244.44%-236.7pp | 75.54%-67.8pp | 551.85%-544.1pp |
| Employer contribution / active EE | $23,288 | $3,074+657.5% | $2,721+755.8% | $4,662+399.5% |
| Participant deferral / active EE | $18,611 | $4,674+298.2% | $4,262+336.7% | $6,690+178.2% |
| Admin fee / account holder | $859 | $6,204-86.2% | $5,640-84.8% | $13,392-93.6% |