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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 | $200,925 | $110,093+82.5% | $97,295+106.5% | $145,897+37.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.91% | 244.76%-234.9pp | 75.62%-65.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $3,146 | $3,077+2.2% | $2,723+15.5% | $4,663-32.5% |
| Participant deferral / active EE | $7,041 | $4,678+50.5% | $4,264+65.1% | $6,689+5.3% |
| Admin fee / account holder | $20,502 | $6,212+230.0% | $5,646+263.1% | $13,390+53.1% |