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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 | $190,017 | $77,449+145.3% | $69,483+173.5% | $152,909+24.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.00% | 39.09%-17.1pp | 28.99%-7.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $14,808 | $3,316+346.6% | $2,780+432.7% | $4,764+210.8% |
| Participant deferral / active EE | $4,936 | $4,415+11.8% | $3,537+39.6% | $5,851-15.6% |
| Admin fee / account holder | $43,716 | $6,210+603.9% | $3,841+1038.1% | $11,601+276.8% |