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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 | $197,428 | $110,830+78.1% | $86,625+127.9% | $167,553+17.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 28.31% | 116.99%-88.7pp | 63.52%-35.2pp | 478.89%-450.6pp |
| Employer contribution / active EE | $7,331 | $3,245+125.9% | $2,496+193.7% | $4,840+51.5% |
| Participant deferral / active EE | $5,117 | $4,548+12.5% | $3,700+38.3% | $6,343-19.3% |
| Admin fee / account holder | $1,150 | $8,420-86.3% | $5,830-80.3% | $12,316-90.7% |