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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 | $211,689 | $112,131+88.8% | $95,964+120.6% | $158,982+33.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.19% | 171.19%-142.0pp | 91.64%-62.5pp | 302.99%-273.8pp |
| Employer contribution / active EE | $2,694 | $3,199-15.8% | $2,541+6.0% | $4,763-43.4% |
| Participant deferral / active EE | $1,970 | $4,784-58.8% | $4,167-52.7% | $5,983-67.1% |
| Admin fee / account holder | $1,349 | $10,136-86.7% | $6,797-80.2% | $11,252-88.0% |