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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 | $202,380 | $148,629+36.2% | $135,982+48.8% | $139,487+45.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.99% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $27,322 | $5,247+420.8% | $4,859+462.3% | $4,755+474.6% |
| Participant deferral / active EE | $17,500 | $8,102+116.0% | $7,760+125.5% | $6,713+160.7% |
| Admin fee / account holder | $8,499 | $12,406-31.5% | $10,767-21.1% | $11,407-25.5% |