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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 | $211,199 | $105,158+100.8% | $94,672+123.1% | $139,487+51.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.56% | 38.11%-15.5pp | 156.89%-134.3pp | 373.84%-351.3pp |
| Employer contribution / active EE | $5,430 | $4,107+32.2% | $3,673+47.8% | $4,755+14.2% |
| Participant deferral / active EE | $10,330 | $7,599+35.9% | $7,417+39.3% | $6,713+53.9% |
| Admin fee / account holder | $6,616 | $8,972-26.3% | $7,222-8.4% | $11,407-42.0% |