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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 | $199,642 | $100,073+99.5% | $85,126+134.5% | $145,877+36.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.51% | 84.11%-66.6pp | 66.63%-49.1pp | 551.28%-533.8pp |
| Employer contribution / active EE | $14,427 | $3,236+345.8% | $2,731+428.2% | $4,663+209.4% |
| Participant deferral / active EE | $21,360 | $5,294+303.5% | $4,523+372.2% | $6,691+219.3% |
| Admin fee / account holder | $2,252 | $7,261-69.0% | $6,160-63.4% | $13,402-83.2% |