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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 | $210,175 | $115,814+81.5% | $101,275+107.5% | $158,982+32.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.92% | 56.16%-38.2pp | 46.48%-28.6pp | 302.99%-285.1pp |
| Employer contribution / active EE | $9,253 | $4,176+121.6% | $3,660+152.8% | $4,763+94.3% |
| Participant deferral / active EE | $7,306 | $4,958+47.4% | $4,371+67.2% | $5,983+22.1% |
| Admin fee / account holder | $62,029 | $7,249+755.7% | $5,948+942.9% | $11,252+451.3% |