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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 | $167,030+22.0% | $135,768+50.1% | $155,188+31.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.69% | 678.39%-659.7pp | 526.10%-507.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $23,403 | $4,132+466.3% | $3,394+589.6% | $4,248+450.9% |
| Participant deferral / active EE | $17,226 | $4,528+280.5% | $3,977+333.1% | $6,531+163.7% |
| Admin fee / account holder | $2,818 | $8,172-65.5% | $7,048-60.0% | $14,480-80.5% |