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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 | $242,050 | $96,643+150.5% | $86,617+179.4% | $139,456+73.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.48% | 106.57%-89.1pp | 591.91%-574.4pp | 373.45%-356.0pp |
| Employer contribution / active EE | $5,285 | $3,264+61.9% | $3,023+74.8% | $4,753+11.2% |
| Participant deferral / active EE | $14,559 | $4,835+201.1% | $4,437+228.1% | $6,711+116.9% |
| Admin fee / account holder | $2,609 | $6,406-59.3% | $5,613-53.5% | $11,407-77.1% |