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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 | $188,475 | $103,008+83.0% | $90,304+108.7% | $152,897+23.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.39% | 95.22%-73.8pp | 78.13%-56.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $12,205 | $3,139+288.8% | $2,855+327.5% | $4,764+156.2% |
| Participant deferral / active EE | $6,466 | $4,281+51.0% | $3,885+66.4% | $5,851+10.5% |
| Admin fee / account holder | $890 | $6,175-85.6% | $5,354-83.4% | $11,599-92.3% |