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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 | $199,909 | $111,785+78.8% | $93,669+113.4% | $145,877+37.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.66% | 203.79%-190.1pp | 133.59%-119.9pp | 551.28%-537.6pp |
| Employer contribution / active EE | $9,931 | $3,096+220.8% | $2,424+309.8% | $4,663+113.0% |
| Participant deferral / active EE | $6,386 | $4,919+29.8% | $4,416+44.6% | $6,691-4.5% |
| Admin fee / account holder | $31,338 | $10,256+205.6% | $8,291+278.0% | $13,402+133.8% |