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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 | $188,846 | $152,612+23.7% | $125,192+50.8% | $152,897+23.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 10.17% | 54.85%-44.7pp | 43.79%-33.6pp | 345.43%-335.3pp |
| Employer contribution / active EE | $15,415 | $4,947+211.6% | $3,866+298.7% | $4,764+223.6% |
| Participant deferral / active EE | $7,706 | $5,868+31.3% | $4,937+56.1% | $5,851+31.7% |
| Admin fee / account holder | $3,396 | $13,437-74.7% | $9,704-65.0% | $11,599-70.7% |