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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 | $230,101 | $125,237+83.7% | $105,608+117.9% | $145,877+57.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.37% | 225.76%-203.4pp | 116.50%-94.1pp | 551.28%-528.9pp |
| Employer contribution / active EE | $12,285 | $3,720+230.2% | $3,167+287.9% | $4,663+163.5% |
| Participant deferral / active EE | $7,778 | $5,711+36.2% | $5,010+55.3% | $6,691+16.2% |
| Admin fee / account holder | $100,927 | $17,287+483.8% | $11,028+815.2% | $13,402+653.1% |