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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 | $222,586 | $96,678+130.2% | $86,640+156.9% | $139,466+59.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.96% | 106.69%-92.7pp | 592.52%-578.6pp | 373.66%-359.7pp |
| Employer contribution / active EE | $3,453 | $3,265+5.7% | $3,024+14.2% | $4,754-27.4% |
| Participant deferral / active EE | $3,453 | $4,837-28.6% | $4,438-22.2% | $6,712-48.6% |
| Admin fee / account holder | $7,824 | $6,410+22.1% | $5,616+39.3% | $11,409-31.4% |