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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 | $187,218 | $90,530+106.8% | $76,030+146.2% | $145,897+28.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.04% | 625.08%-606.0pp | 361.54%-342.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $23,955 | $3,319+621.7% | $2,688+791.3% | $4,663+413.8% |
| Participant deferral / active EE | $3,799 | $5,164-26.4% | $4,257-10.8% | $6,689-43.2% |
| Admin fee / account holder | $1,679 | $8,383-80.0% | $6,421-73.9% | $13,390-87.5% |