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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 | $236,335 | $125,778+87.9% | $114,563+106.3% | $154,746+52.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 13.81% | 295.14%-281.3pp | 241.09%-227.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,722 | $2,806+32.7% | $2,592+43.6% | $4,379-15.0% |
| Participant deferral / active EE | $8,234 | $4,445+85.3% | $4,142+98.8% | $6,730+22.3% |
| Admin fee / account holder | $36,976 | $8,190+351.5% | $7,623+385.0% | $14,365+157.4% |