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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 | $213,140 | $84,741+151.5% | $75,731+181.4% | $167,553+27.2% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.8%+19.6pp | 82.1%+12.3pp |
| Annual return | 26.91% | 199.72%-172.8pp | 104.65%-77.7pp | 478.89%-452.0pp |
| Employer contribution / active EE | $3,746 | $3,230+16.0% | $2,743+36.6% | $4,840-22.6% |
| Participant deferral / active EE | $6,908 | $4,577+50.9% | $3,820+80.8% | $6,343+8.9% |
| Admin fee / account holder | $53,886 | $5,361+905.2% | $3,620+1388.6% | $12,316+337.5% |