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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 | $217,213 | $94,749+129.3% | $112,899+92.4% | $139,466+55.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.16% | 40.92%-27.8pp | 34.11%-21.0pp | 373.66%-360.5pp |
| Employer contribution / active EE | $13,346 | $4,630+188.2% | $4,566+192.3% | $4,754+180.7% |
| Participant deferral / active EE | $10,424 | $6,517+60.0% | $6,516+60.0% | $6,712+55.3% |
| Admin fee / account holder | $5,226 | $8,530-38.7% | $7,047-25.8% | $11,409-54.2% |