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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 | $236,700 | $144,130+64.2% | $117,860+100.8% | $147,585+60.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.95% | 531.20%-517.2pp | 335.10%-321.1pp | 578.58%-564.6pp |
| Employer contribution / active EE | $2,500 | $4,897-48.9% | $3,786-34.0% | $4,876-48.7% |
| Participant deferral / active EE | $9,358 | $5,316+76.0% | $4,482+108.8% | $5,439+72.1% |
| Admin fee / account holder | $62,274 | $10,887+472.0% | $8,021+676.4% | $10,886+472.1% |