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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 | $246,245 | $135,645+81.5% | $110,243+123.4% | $135,380+81.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.32% | 513.24%-507.9pp | 314.76%-309.4pp | 519.81%-514.5pp |
| Employer contribution / active EE | $3,379 | $4,907-31.1% | $3,827-11.7% | $4,779-29.3% |
| Participant deferral / active EE | $10,362 | $5,507+88.2% | $4,672+121.8% | $5,609+84.7% |
| Admin fee / account holder | $153,408 | $11,458+1238.9% | $8,548+1694.7% | $10,828+1316.8% |