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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 | $213,491 | $115,814+84.3% | $101,275+110.8% | $158,982+34.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.22% | 56.16%-31.9pp | 46.48%-22.3pp | 302.99%-278.8pp |
| Employer contribution / active EE | $24,557 | $4,176+488.1% | $3,660+571.0% | $4,763+415.6% |
| Participant deferral / active EE | $17,333 | $4,958+249.6% | $4,371+296.6% | $5,983+189.7% |
| Admin fee / account holder | $9,444 | $7,249+30.3% | $5,948+58.8% | $11,252-16.1% |