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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 | $203,702 | $108,882+87.1% | $96,754+110.5% | $154,746+31.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.35% | 98.39%-85.0pp | 82.04%-68.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $4,651 | $3,018+54.1% | $2,679+73.6% | $4,379+6.2% |
| Participant deferral / active EE | $17,950 | $5,323+237.2% | $4,758+277.3% | $6,730+166.7% |
| Admin fee / account holder | $18,738 | $10,200+83.7% | $8,905+110.4% | $14,365+30.4% |