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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 | $111,814+78.8% | $93,654+113.5% | $145,959+37.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.66% | 203.30%-189.6pp | 133.34%-119.7pp | 561.95%-548.3pp |
| Employer contribution / active EE | $9,931 | $3,092+221.2% | $2,421+310.2% | $4,661+113.1% |
| Participant deferral / active EE | $6,386 | $4,914+29.9% | $4,413+44.7% | $6,689-4.5% |
| Admin fee / account holder | $31,338 | $10,246+205.8% | $8,282+278.4% | $13,398+133.9% |