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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 | $213,684 | $72,071+196.5% | $68,368+212.6% | $137,256+55.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.71% | 353.14%-332.4pp | 292.57%-271.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,018 | $2,788+8.2% | $2,649+13.9% | $4,156-27.4% |
| Participant deferral / active EE | $6,200 | $4,410+40.6% | $4,123+50.4% | $6,407-3.2% |
| Admin fee / account holder | $1,130 | $5,336-78.8% | $5,150-78.1% | $12,270-90.8% |