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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 | $201,699 | $95,580+111.0% | $76,872+162.4% | $139,466+44.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.09% | 55.00%-28.9pp | 37.90%-11.8pp | 373.66%-347.6pp |
| Employer contribution / active EE | $3,400 | $3,145+8.1% | $2,533+34.2% | $4,754-28.5% |
| Participant deferral / active EE | $7,224 | $4,623+56.3% | $3,832+88.5% | $6,712+7.6% |
| Admin fee / account holder | $921 | $8,302-88.9% | $5,476-83.2% | $11,409-91.9% |