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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 | $188,606 | $118,708+58.9% | $98,920+90.7% | $158,982+18.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.36% | 372.49%-349.1pp | 196.47%-173.1pp | 302.99%-279.6pp |
| Employer contribution / active EE | $14,557 | $3,334+336.6% | $2,689+441.3% | $4,763+205.6% |
| Participant deferral / active EE | $9,270 | $5,089+82.1% | $4,245+118.4% | $5,983+54.9% |
| Admin fee / account holder | $2,182 | $10,134-78.5% | $6,643-67.2% | $11,252-80.6% |