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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 | $125,237+99.4% | $105,608+136.4% | $145,877+71.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.77% | 225.76%-209.0pp | 116.50%-99.7pp | 551.28%-534.5pp |
| Employer contribution / active EE | $8,878 | $3,720+138.6% | $3,167+180.3% | $4,663+90.4% |
| Participant deferral / active EE | $14,652 | $5,711+156.6% | $5,010+192.5% | $6,691+119.0% |
| Admin fee / account holder | $5,304 | $17,287-69.3% | $11,028-51.9% | $13,402-60.4% |