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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 | $221,593 | $102,638+115.9% | $81,982+170.3% | $158,982+39.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 14.51% | 61.05%-46.5pp | 41.31%-26.8pp | 302.99%-288.5pp |
| Employer contribution / active EE | $26,324 | $3,241+712.2% | $2,498+953.7% | $4,763+452.7% |
| Participant deferral / active EE | $16,152 | $4,649+247.4% | $3,722+333.9% | $5,983+169.9% |
| Admin fee / account holder | $1,279 | $8,237-84.5% | $5,665-77.4% | $11,252-88.6% |