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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 | $239,016 | $152,619+56.6% | $125,195+90.9% | $152,909+56.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.63% | 54.85%-32.2pp | 43.79%-21.2pp | 345.46%-322.8pp |
| Employer contribution / active EE | $13,202 | $4,947+166.8% | $3,866+241.5% | $4,764+177.1% |
| Participant deferral / active EE | $8,443 | $5,869+43.9% | $4,937+71.0% | $5,851+44.3% |
| Admin fee / account holder | $1,905 | $13,437-85.8% | $9,704-80.4% | $11,601-83.6% |