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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 | $211,072 | $132,099+59.8% | $115,599+82.6% | $138,895+52.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.78% | 176.76%-162.0pp | 111.10%-96.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $20,821 | $3,416+509.5% | $2,955+604.5% | $4,194+396.4% |
| Participant deferral / active EE | $6,429 | $5,617+14.5% | $4,889+31.5% | $6,396+0.5% |
| Admin fee / account holder | $800 | $15,650-94.9% | $12,841-93.8% | $12,562-93.6% |