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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 | $231,732 | $108,911+112.8% | $100,392+130.8% | $145,884+58.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.61% | 58.23%-47.6pp | 49.45%-38.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $8,990 | $4,420+103.4% | $3,941+128.1% | $4,662+92.8% |
| Participant deferral / active EE | $26,738 | $8,459+216.1% | $8,090+230.5% | $6,690+299.7% |
| Admin fee / account holder | $1,556 | $9,698-84.0% | $7,904-80.3% | $13,392-88.4% |