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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 | $100,203+99.2% | $85,240+134.2% | $145,897+36.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.51% | 84.28%-66.8pp | 66.75%-49.2pp | 552.29%-534.8pp |
| Employer contribution / active EE | $14,427 | $3,242+345.0% | $2,735+427.4% | $4,663+209.4% |
| Participant deferral / active EE | $21,360 | $5,299+303.1% | $4,527+371.8% | $6,689+219.3% |
| Admin fee / account holder | $2,252 | $7,265-69.0% | $6,165-63.5% | $13,390-83.2% |