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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 | $236,632 | $96,691+144.7% | $86,656+173.1% | $139,487+69.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.09% | 106.87%-89.8pp | 593.09%-576.0pp | 373.84%-356.7pp |
| Employer contribution / active EE | $14,426 | $3,267+341.6% | $3,025+376.8% | $4,755+203.4% |
| Participant deferral / active EE | $8,517 | $4,838+76.0% | $4,439+91.9% | $6,713+26.9% |
| Admin fee / account holder | $2,035 | $6,414-68.3% | $5,619-63.8% | $11,407-82.2% |