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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 | $249,694 | $125,190+99.5% | $105,624+136.4% | $145,897+71.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.77% | 225.22%-208.4pp | 116.20%-99.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $8,878 | $3,720+138.6% | $3,168+180.3% | $4,663+90.4% |
| Participant deferral / active EE | $14,652 | $5,716+156.3% | $5,013+192.3% | $6,689+119.0% |
| Admin fee / account holder | $5,304 | $17,138-69.1% | $10,961-51.6% | $13,390-60.4% |