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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 | $215,183 | $152,612+41.0% | $125,192+71.9% | $152,897+40.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 30.58% | 54.85%-24.3pp | 43.79%-13.2pp | 345.43%-314.8pp |
| Employer contribution / active EE | $14,641 | $4,947+195.9% | $3,866+278.7% | $4,764+207.3% |
| Participant deferral / active EE | $6,381 | $5,868+8.7% | $4,937+29.2% | $5,851+9.1% |
| Admin fee / account holder | $1,500 | $13,437-88.8% | $9,704-84.5% | $11,599-87.1% |