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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 | $240,024 | $126,113+90.3% | $116,096+106.7% | $155,188+54.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.45% | 391.72%-374.3pp | 326.25%-308.8pp | 148.84%-131.4pp |
| Employer contribution / active EE | $7,723 | $2,672+189.1% | $2,503+208.5% | $4,248+81.8% |
| Participant deferral / active EE | $9,180 | $4,162+120.6% | $3,952+132.3% | $6,531+40.6% |
| Admin fee / account holder | $14,502 | $8,045+80.3% | $7,704+88.2% | $14,480+0.2% |