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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 | $224,718 | $102,595+119.0% | $94,057+138.9% | $154,746+45.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.41% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $6,608 | $3,147+110.0% | $2,933+125.3% | $4,379+50.9% |
| Participant deferral / active EE | $27,250 | $5,118+432.4% | $4,709+478.6% | $6,730+304.9% |
| Admin fee / account holder | $1,771 | $7,736-77.1% | $7,244-75.5% | $14,365-87.7% |