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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 | $220,759 | $77,157+186.1% | $108,405+103.6% | $85,847+157.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.51% | 44.55%-30.0pp | 905.55%-891.0pp | 318.61%-304.1pp |
| Employer contribution / active EE | $7,039 | $2,379+195.8% | $3,559+97.8% | $2,565+174.4% |
| Participant deferral / active EE | $8,639 | $5,567+55.2% | $6,563+31.6% | $3,952+118.6% |
| Admin fee / account holder | $10,839 | $5,174+109.5% | $7,297+48.6% | $6,261+73.1% |