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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 | $225,803 | $100,139+125.5% | $85,187+165.1% | $145,884+54.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.47% | 84.15%-69.7pp | 66.67%-52.2pp | 551.85%-537.4pp |
| Employer contribution / active EE | $19,800 | $3,238+511.5% | $2,732+624.6% | $4,662+324.7% |
| Participant deferral / active EE | $35,333 | $5,296+567.2% | $4,525+680.9% | $6,690+428.2% |
| Admin fee / account holder | $1,964 | $7,262-73.0% | $6,162-68.1% | $13,392-85.3% |