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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 | $221,378 | $109,344+102.5% | $89,400+147.6% | $158,950+39.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.82% | 345.73%-331.9pp | 245.64%-231.8pp | 302.91%-289.1pp |
| Employer contribution / active EE | $8,500 | $3,170+168.1% | $2,586+228.7% | $4,762+78.5% |
| Participant deferral / active EE | $5,449 | $4,599+18.5% | $3,890+40.1% | $5,983-8.9% |
| Admin fee / account holder | $9,432 | $6,154+53.3% | $4,882+93.2% | $11,248-16.1% |