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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 | $209,830 | $114,130+83.9% | $96,192+118.1% | $167,553+25.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.69% | 190.07%-178.4pp | 192.09%-180.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $3,801 | $3,431+10.8% | $2,799+35.8% | $4,840-21.5% |
| Participant deferral / active EE | $11,276 | $5,198+116.9% | $4,351+159.2% | $6,343+77.8% |
| Admin fee / account holder | $1,821 | $6,901-73.6% | $5,539-67.1% | $12,316-85.2% |