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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 | $232,185 | $154,754+50.0% | $124,206+86.9% | $138,895+67.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.94% | 709.28%-694.3pp | 515.27%-500.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $46,125 | $4,446+937.4% | $3,540+1202.9% | $4,194+999.7% |
| Participant deferral / active EE | $7,833 | $4,621+69.5% | $3,968+97.4% | $6,396+22.5% |
| Admin fee / account holder | $2,804 | $6,690-58.1% | $5,929-52.7% | $12,562-77.7% |