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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 | $199,379 | $102,638+94.3% | $81,982+143.2% | $158,982+25.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 18.37% | 61.05%-42.7pp | 41.31%-22.9pp | 302.99%-284.6pp |
| Employer contribution / active EE | $9,202 | $3,241+183.9% | $2,498+268.3% | $4,763+93.2% |
| Participant deferral / active EE | $6,331 | $4,649+36.2% | $3,722+70.1% | $5,983+5.8% |
| Admin fee / account holder | $17,818 | $8,237+116.3% | $5,665+214.5% | $11,252+58.4% |