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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 | $203,738 | $149,040+36.7% | $120,225+69.5% | $137,256+48.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.69% | 605.68%-587.0pp | 439.23%-420.5pp | 220.34%-201.7pp |
| Employer contribution / active EE | $23,403 | $4,350+438.0% | $3,475+573.4% | $4,156+463.1% |
| Participant deferral / active EE | $17,226 | $4,655+270.1% | $3,999+330.8% | $6,407+168.9% |
| Admin fee / account holder | $2,818 | $6,348-55.6% | $5,696-50.5% | $12,270-77.0% |