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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 | $213,137 | $108,882+95.8% | $96,754+120.3% | $154,746+37.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.50% | 98.39%-79.9pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $7,327 | $3,018+142.7% | $2,679+173.5% | $4,379+67.3% |
| Participant deferral / active EE | $18,872 | $5,323+254.6% | $4,758+296.6% | $6,730+180.4% |
| Admin fee / account holder | $4,328 | $10,200-57.6% | $8,905-51.4% | $14,365-69.9% |