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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 | $205,446 | $289,211-29.0% | $260,467-21.1% | $198,609+3.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 7.14% | 112.90%-105.8pp | 100.60%-93.5pp | 202.70%-195.6pp |
| Employer contribution / active EE | $13,616 | $4,663+192.0% | $4,239+221.2% | $5,055+169.3% |
| Participant deferral / active EE | $1,875 | $6,812-72.5% | $6,319-70.3% | $6,977-73.1% |
| Admin fee / account holder | $7,803 | $16,236-51.9% | $15,461-49.5% | $19,030-59.0% |