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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 | $208,874 | $99,652+109.6% | $78,778+165.1% | $147,586+41.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.59% | 47.28%-37.7pp | 35.62%-26.0pp | 578.59%-569.0pp |
| Employer contribution / active EE | $8,431 | $2,796+201.6% | $1,986+324.6% | $4,876+72.9% |
| Participant deferral / active EE | $5,938 | $3,664+62.1% | $2,958+100.7% | $5,439+9.2% |
| Admin fee / account holder | $2,743 | $7,155-61.7% | $5,134-46.6% | $10,886-74.8% |