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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 | $186,075 | $72,071+158.2% | $68,368+172.2% | $137,256+35.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.96% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,200 | $2,788-21.1% | $2,649-16.9% | $4,156-47.1% |
| Participant deferral / active EE | $6,600 | $4,410+49.7% | $4,123+60.1% | $6,407+3.0% |
| Admin fee / account holder | $34,557 | $5,336+547.7% | $5,150+571.0% | $12,270+181.6% |