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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 | $218,792 | $152,612+43.4% | $125,192+74.8% | $152,897+43.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.45% | 54.85%-31.4pp | 43.79%-20.3pp | 345.43%-322.0pp |
| Employer contribution / active EE | $7,473 | $4,947+51.1% | $3,866+93.3% | $4,764+56.9% |
| Participant deferral / active EE | $6,308 | $5,868+7.5% | $4,937+27.8% | $5,851+7.8% |
| Admin fee / account holder | $583 | $13,437-95.7% | $9,704-94.0% | $11,599-95.0% |