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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 | $223,087 | $107,944+106.7% | $91,994+142.5% | $152,885+45.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.84% | 89.26%-69.4pp | 69.03%-49.2pp | 345.39%-325.6pp |
| Employer contribution / active EE | $7,792 | $4,210+85.1% | $3,452+125.7% | $4,763+63.6% |
| Participant deferral / active EE | $7,490 | $6,365+17.7% | $5,923+26.4% | $5,851+28.0% |
| Admin fee / account holder | $68,998 | $10,521+555.8% | $7,743+791.1% | $11,598+494.9% |