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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 | $207,584 | $105,145+97.4% | $94,664+119.3% | $139,466+48.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.18% | 38.09%-24.9pp | 156.84%-143.7pp | 373.66%-360.5pp |
| Employer contribution / active EE | $3,375 | $4,107-17.8% | $3,673-8.1% | $4,754-29.0% |
| Participant deferral / active EE | $4,700 | $7,599-38.1% | $7,417-36.6% | $6,712-30.0% |
| Admin fee / account holder | $9,482 | $8,972+5.7% | $7,222+31.3% | $11,409-16.9% |