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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 | $211,752 | $110,830+91.1% | $86,625+144.4% | $167,553+26.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.00% | 116.99%-102.0pp | 63.52%-48.5pp | 478.89%-463.9pp |
| Employer contribution / active EE | $5,986 | $3,245+84.4% | $2,496+139.8% | $4,840+23.7% |
| Participant deferral / active EE | $5,383 | $4,548+18.4% | $3,700+45.5% | $6,343-15.1% |
| Admin fee / account holder | $10,368 | $8,420+23.1% | $5,830+77.8% | $12,316-15.8% |