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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 | $234,102 | $112,935+107.3% | $90,970+157.3% | $158,966+47.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.38% | 215.79%-202.4pp | 134.58%-121.2pp | 302.95%-289.6pp |
| Employer contribution / active EE | $1,915 | $2,895-33.8% | $2,122-9.8% | $4,762-59.8% |
| Participant deferral / active EE | $7,838 | $4,129+89.8% | $3,373+132.4% | $5,983+31.0% |
| Admin fee / account holder | $23,366 | $8,045+190.4% | $5,960+292.0% | $11,250+107.7% |