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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 | $219,518 | $112,131+95.8% | $95,964+128.8% | $158,982+38.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.37% | 171.19%-164.8pp | 91.64%-85.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $3,514 | $3,199+9.8% | $2,541+38.3% | $4,763-26.2% |
| Participant deferral / active EE | $12,370 | $4,784+158.6% | $4,167+196.9% | $5,983+106.7% |
| Admin fee / account holder | $89,188 | $10,136+779.9% | $6,797+1212.1% | $11,252+692.7% |