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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 | $220,147 | $100,203+119.7% | $85,240+158.3% | $145,897+50.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.50% | 84.28%-68.8pp | 66.75%-51.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $12,869 | $3,242+297.0% | $2,735+370.5% | $4,663+176.0% |
| Participant deferral / active EE | $9,293 | $5,299+75.4% | $4,527+105.3% | $6,689+38.9% |
| Admin fee / account holder | $2,534 | $7,265-65.1% | $6,165-58.9% | $13,390-81.1% |