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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 | $219,080 | $152,592+43.6% | $125,180+75.0% | $152,885+43.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.03% | 54.84%-38.8pp | 43.79%-27.8pp | 345.39%-329.4pp |
| Employer contribution / active EE | $11,917 | $4,947+140.9% | $3,866+208.3% | $4,763+150.2% |
| Participant deferral / active EE | $11,724 | $5,868+99.8% | $4,937+137.5% | $5,851+100.4% |
| Admin fee / account holder | $24,540 | $13,435+82.7% | $9,703+152.9% | $11,598+111.6% |