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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 | $236,445 | $114,130+107.2% | $96,192+145.8% | $167,553+41.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.24% | 190.07%-178.8pp | 192.09%-180.9pp | 478.89%-467.7pp |
| Employer contribution / active EE | $2,294 | $3,431-33.1% | $2,799-18.0% | $4,840-52.6% |
| Participant deferral / active EE | $9,167 | $5,198+76.4% | $4,351+110.7% | $6,343+44.5% |
| Admin fee / account holder | $4,247 | $6,901-38.5% | $5,539-23.3% | $12,316-65.5% |