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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 | $235,504 | $109,411+115.2% | $89,435+163.3% | $158,982+48.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.90% | 345.68%-325.8pp | 245.55%-225.7pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,586 | $3,173-50.0% | $2,587-38.7% | $4,763-66.7% |
| Participant deferral / active EE | $2,029 | $4,600-55.9% | $3,890-47.8% | $5,983-66.1% |
| Admin fee / account holder | $22,183 | $6,159+260.2% | $4,884+354.2% | $11,252+97.2% |