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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 | $207,548 | $157,829+31.5% | $136,867+51.6% | $198,609+4.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 20.12% | 51.25%-31.1pp | 42.97%-22.8pp | 202.70%-182.6pp |
| Employer contribution / active EE | $7,694 | $3,923+96.1% | $3,547+116.9% | $5,055+52.2% |
| Participant deferral / active EE | $9,431 | $5,463+72.6% | $4,924+91.6% | $6,977+35.2% |
| Admin fee / account holder | $569,399 | $11,107+5026.4% | $10,340+5406.7% | $19,030+2892.1% |