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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 | $215,070 | $96,643+122.5% | $86,617+148.3% | $139,456+54.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.60% | 106.57%-94.0pp | 591.91%-579.3pp | 373.45%-360.8pp |
| Employer contribution / active EE | $4,303 | $3,264+31.8% | $3,023+42.3% | $4,753-9.5% |
| Participant deferral / active EE | $3,638 | $4,835-24.8% | $4,437-18.0% | $6,711-45.8% |
| Admin fee / account holder | $2,110 | $6,406-67.1% | $5,613-62.4% | $11,407-81.5% |