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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 | $207,213 | $118,877+74.3% | $96,570+114.6% | $167,536+23.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.84% | 50.50%-29.7pp | 37.79%-17.0pp | 478.82%-458.0pp |
| Employer contribution / active EE | $5,470 | $3,121+75.3% | $2,357+132.1% | $4,839+13.0% |
| Participant deferral / active EE | $11,730 | $4,617+154.1% | $3,849+204.7% | $6,342+85.0% |
| Admin fee / account holder | $2,135 | $8,069-73.5% | $6,182-65.5% | $12,315-82.7% |