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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 | $195,462 | $108,942+79.4% | $100,415+94.7% | $145,897+34.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 34.14% | 58.27%-24.1pp | 49.47%-15.3pp | 552.29%-518.2pp |
| Employer contribution / active EE | $11,000 | $4,422+148.8% | $3,943+179.0% | $4,663+135.9% |
| Participant deferral / active EE | $6,745 | $8,461-20.3% | $8,091-16.6% | $6,689+0.8% |
| Admin fee / account holder | $1,843 | $9,702-81.0% | $7,906-76.7% | $13,390-86.2% |